Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T. Rowe Price Retirement 2065 Inv in their Schedule of Assets, totaling $2.3M 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 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN | WILMINGTON OH | 546 | $34.5M | $312K |
| 2 | ENDOTRONIX, INC. ENDOTRONIX, INC. 401(K) PLAN | NAPERVILLE IL | 146 | $9.1M | $278K |
| 3 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN |
CLEARWATER FL |
| 372 |
| $29.8M |
| $250K |
| 4 | TECH USA, LLC TECH USA, LLC 401 K PLAN | MILLERSVILLE MD | 453 | $17.1M | $234K |
| 5 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN | INDIANAPOLIS IN | 1,516 | $81.1M | $204K |
| 6 | ROBERT DIETRICK CO., INC. ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN | FISHERS IN | 137 | $6.5M | $202K |
| 7 | REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN | EVERETT WA | 81 | $35.0M | $178K |
| 8 | REVIVE HEALTH SENIOR CENTER, LLC REVIVE 401(K) PLAN | RENO NV | 516 | $3.2M | $114K |
| 9 | HOLTZ BUILDERS, INC. HOLTZ COMPANIES 401(K) PLAN | LAKE DELTON WI | 168 | $2.4M | $107K |
| 10 | CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET NH | 132 | $9.9M | $81K |
