Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T. Rowe Price Retirement 2065 I Mutual fund - in their Schedule of Assets, totaling $4.6M 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 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA PA | 12,667 | $1.3B | $1.6M |
| 2 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 10,830 | $876.1M | $1.3M |
| 3 | FISCHER MANAGEMENT, LLC |
ERLANGER KY |
| 869 |
| $94.7M |
| $435K |
| 4 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $249K |
| 5 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $141K |
| 6 | AIRSLATE, INC. AIRSLATE, INC. 401(K) PLAN | BROOKLINE MA | 76 | $5.8M | $140K |
| 7 | BOSWELL ENGINEERING, INC. BOSWELL ENGINEERING 401(K) PLAN | SOUTH HACKENSACK NJ | 251 | $53.9M | $138K |
| 8 | FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN TN | 2,730 | $19.7M | $107K |
| 9 | AFP INDUSTRIES, INC. AFP INDUSTRIES, INC. EMPLOYEES' RETIREMENT PLAN | NORTH CHESTERFIELD VA | 151 | $17.6M | $99K |
| 10 | LIFESHARE NETWORK, INC. LIFESHARE NETWORK, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 202 | $21.3M | $91K |
