Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding T.Rowe Price Retirement 2065 I Class in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MVHS, INC. MVHS, INC. 403(B) PLAN | UTICA NY | 3,562 | $196.6M | $3.4M |
| 2 | SPOKANE UNITED METHODIST HOMES, INC SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | SPOKANE WA | 472 | $15.1M | $405K |
| 3 | KARCHER NORTH AMERICA, INC KARCHER NORTH AMERICA, INC. 401(K) SAVINGS PLAN |
AURORA CO |
| 699 |
| $67.7M |
| $361K |
| 4 | SMT, INC. THE RISE COMPANIES 401(K) PLAN | RALEIGH NC | 515 | $12.0M | $331K |
| 5 | NEW YORK ATHLETIC CLUB NEW YORK ATHLETIC CLUB 401(K) SAVINGS PLAN | NEW YORK NY | 156 | $18.1M | $325K |
| 6 | METLIFE LEGAL PLANS, INC. METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 273 | $16.6M | $262K |
| 7 | MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY MI | 367 | $20.2M | $227K |
| 8 | GA TELESIS, LLC GA TELESIS, LLC PROFIT SHARING PLAN | FORT LAUDERDALE FL | 463 | $22.7M | $218K |
| 9 | DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS TN | 573 | $28.8M | $160K |
| 10 | HIMES HOLDINGS, INC. HIMES HOLDINGS, INC. 401(K) PLAN AND TRUST | ELKHART IN | 89 | $8.5M | $143K |
