Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T. Rowe Price Retirement 2065 I T. Rowe Price 0 in their Schedule of Assets, totaling $954K 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 | MONTI, INC. MONTI, INC. SAVINGS AND INCENTIVE PLAN & TRUST | CINCINNATI OH | 400 | $27.2M | $206K |
| 2 | CREWS & ASSOCIATES, INC. CREWS & ASSOCIATES INC. 401(K) PLAN | LITTLE ROCK AR | 183 | $47.8M | $191K |
| 3 | HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN |
SOUTH BURLINGTON VT |
| 133 |
| $35.2M |
| $120K |
| 4 | WESTERN SLOPE AUTO COMPANY WESTERN SLOPE AUTO COMPANY 401(K) PLAN | GRAND JUNCTION CO | 120 | $8.9M | $108K |
| 5 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M | $76K |
| 6 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $58K |
| 7 | WILLARD AGRI-SVC OF MT. AIRY, INC. WILLARD COMPANIES PROFIT SHARING PLAN | FREDERICK MD | 134 | $18.1M | $47K |
| 8 | URBAN JUSTICE CENTER URBAN JUSTICE CENTER 401(K) SAVINGS PLAN | NEW YORK NY | 144 | $12.3M | $31K |
| 9 | ARACA MERCHANDISE L.P. ARACA 401(K) SAVINGS & RETIREMENT PLAN | NEW YORK NY | 145 | $9.7M | $25K |
| 10 | BLUE RIDGE HEALTH CENTER, INC. BLUE RIDGE MEDICAL CENTER RETIREMENT PLAN | ARRINGTON VA | 120 | $5.6M | $24K |
