Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding t. rowe price retirement 2065 I in their Schedule of Assets, totaling $6.7M 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 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $924K |
| 2 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $836K |
| 3 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN |
FISHERSVILLE VA |
| 2,826 |
| $115.8M |
| $659K |
| 4 | MANHARD CONSULTING, LTD. MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN | LINCOLNSHIRE IL | 328 | $36.0M | $546K |
| 5 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $383K |
| 6 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $299K |
| 7 | GRAND PEAKS PROPERTY MANAGEMENT, INC. GRAND PEAKS PROPERTY MANAGEMENT, INC. RETIREMENT PLAN | DENVER CO | 274 | $12.9M | $295K |
| 8 | JHI GROUP INC. JHI GROUP INC. INCENTIVE SAVINGS PLAN | MONROEVILLE OH | 149 | $23.2M | $240K |
| 9 | PANINI AMERICA, INC. PANINI AMERICA, INC. 401(K) PLAN | IRVING TX | 256 | $20.6M | $237K |
| 10 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN | NEW YORK NY | 129 | $49.3M | $185K |
