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 Inv Mutual fund in their Schedule of Assets, totaling $3.8M 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 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $548K |
| 2 | SURVIVAL FLIGHT AIR AMBULANCE, LLC SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 623 | $14.5M | $501K |
| 3 | CHANNELL COMMERCIAL CORPORATION |
ROCKWALL TX |
| 523 |
| $17.3M |
| $352K |
| 4 | APPLIED CONTROL ENGINEERING INC APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN | NEWARK DE | 199 | $35.4M | $325K |
| 5 | VISIONIST, INC VISIONIST, INC. 401(K) PLAN | COLUMBIA MD | 153 | $50.1M | $307K |
| 6 | CRAYON INC. CRAYON 401(K) PLAN | BOSTON MA | 55 | $6.7M | $292K |
| 7 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN | RENO NV | 485 | $20.2M | $256K |
| 8 | KIRKPATRICK PRICE, INC. KIRKPATRICK PRICE, INC. 401(K) PLAN | NASHVILLE TN | 112 | $8.7M | $203K |
| 9 | BAUER EQUITY PARTNERS BAUER EQUITY PARTNERS 401(K) PLAN | SAINT LOUIS MO | 161 | $3.9M | $193K |
| 10 | CONCRETE PUMP PARTNERS CONCRETE PUMP PARTNERS 401(K) PLAN | NASHVILLE TN | 194 | $6.2M | $188K |
