Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement 2065 I Class Mutual fund in their Schedule of Assets, totaling $1.1M 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 | KUDU DYNAMICS KUDU DYNAMICS 401(K) RETIREMENT PLA N | CHANTILLY VA | 177 | $30.6M | $695K |
| 2 | AMERICAN OPTOMETRIC ASSOCIATION AOA 401(K) PLAN | ST. LOUIS MO | 75 | $16.6M | $180K |
| 3 | UVC MANAGEMENT, LLC DBA UNITED VEIN & VASCULAR CENTERS UNITED VEIN & VASCULAR CENTERS 401(K) PLAN |
TAMPA FL |
| 511 |
| $7.5M |
| $56K |
| 4 | TRI-GAS & OIL CO. INC. TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FEDERALSBURG MD | 266 | $10.8M | $56K |
| 5 | RFMBG LINCOLNSHIRE LLC RFMBG LINCOLNSHIRE LLC 401K PLAN | MT PROSPECT IL | 201 | $3.9M | $28K |
| 6 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $26K |
| 7 | GERITOM MED INC. GERITOM MED INC. 401(K) PLAN AND TRUST | BLOOMINGTON MN | 103 | $7.0M | $25K |
| 8 | CEE KAY SUPPLY, INC CEE KAY SUPPLY, INC. PROFIT SHARING PLAN | ST. LOUIS MO | 145 | $19.8M | $17K |
| 9 | PIONEER MANUFACTURING COMPANY, INC. PIONEER MANUFACTURING COMPANY, INC. 401(K) PLAN | CLEVELAND OH | 111 | $22.5M | $12K |
| 10 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $10K |
