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 $7.6M 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 | CENTERVIEW PARTNERS LLC CENTERVIEW PARTNERS LLC 401(K) PLAN | NEW YORK NY | 450 | $72.9M | $1.1M |
| 2 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $924K |
| 3 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA |
CHARLESTON SC |
| 3,064 |
| $157.6M |
| $836K |
| 4 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $659K |
| 5 | MANHARD CONSULTING, LTD. MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN | LINCOLNSHIRE IL | 328 | $36.0M | $546K |
| 6 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $383K |
| 7 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $299K |
| 8 | GRAND PEAKS PROPERTY MANAGEMENT, INC. GRAND PEAKS PROPERTY MANAGEMENT, INC. RETIREMENT PLAN | DENVER CO | 274 | $12.9M | $295K |
| 9 | JHI GROUP INC. JHI GROUP INC. INCENTIVE SAVINGS PLAN | MONROEVILLE OH | 149 | $23.2M | $240K |
| 10 | PANINI AMERICA, INC. PANINI AMERICA, INC. 401(K) PLAN | IRVING TX | 256 | $20.6M | $237K |
