Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. Rowe Price Retirement 2065 Fund Registered investment company in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FOUNDATION HEALTH PARTNERS FOUNDATION HEALTH PARTNERS 401(K) PLAN | FAIRBANKS AK | 1,911 | $211.9M | $1.0M |
| 2 | HARBISONWALKER INTERNATIONAL, INC. HARBISONWALKER INTERNATIONAL 401(K) PLAN | PITTSBURGH PA | 939 | $127.3M | $762K |
| 3 | KERSHAW FRUIT AND COLD STORAGE, INC. |
YAKIMA WA |
| 230 |
| $19.5M |
| $521K |
| 4 | BOARD OF TRUSTEES OF HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND | BLOOMINGTON MN | 476 | $231.4M | $304K |
| 5 | HARBISONWALKER INTERNATIONAL, INC. HARBISONWALKER INTERNATIONAL 401(K) SAVINGS PLAN | PITTSBURGH PA | 419 | $38.7M | $262K |
| 6 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN | LEBANON NH | 387 | $76.2M | $217K |
| 7 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $215K |
| 8 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $194K |
| 9 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $123K |
| 10 | ABSOLUTE HOME MTG CORP ABSOLUTE HOME MTG CORP 401(K) PROFIT SHARING PLAN & TRUST | HUNTINGDON VALLEY PA | 343 | $9.8M | $56K |
