Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding T.Rowe Price Retirement 2065 Mutual fund in their Schedule of Assets, totaling $14.1M 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 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $4.6M |
| 2 | SRC HOLDINGS CORPORATION SRC EMPLOYEES SAVINGS TRUST | SPRINGFIELD MO | 1,355 | $115.9M | $2.9M |
| 3 | RIVERSTONE RESOURCES LLC THE INDIVIDUAL RETIREMENT PLAN OF RIVERSTONE RESOURCES LLC |
MANCHESTER NH |
| 426 |
| $141.0M |
| $948K |
| 4 | RITE-SOLUTIONS, INC. RITE-SOLUTIONS SAVINGS & INVESTMENT PLAN | PAWCATUCK CT | 477 | $63.8M | $776K |
| 5 | TRUCKWORX, INC TRUCKWORX EMPLOYEE RETIREMENT SAVINGS PLAN | HOMEWOOD AL | 493 | $30.1M | $516K |
| 6 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN | BELLEVUE WA | 862 | $228.5M | $495K |
| 7 | FOUR STATE INTERNATIONAL TRUCKS, LLC FOUR STATE INTERNATIONAL TRUCKS, LLC 401(K) PLAN | JOPLIN MO | 175 | $6.2M | $288K |
| 8 | RANCHO RESEARCH INSTITUTE RANCHO RESEARCH INSTITUTE 401(K) RETIREMENT PLAN | DOWNEY CA | 136 | $16.1M | $277K |
| 9 | TATA CHEMICALS SODA ASH PARTNERS LLC TATA CHEMICALS SODA ASH PARTNERS LLC HOURLY EMPLOYEES' SAVINGS PLAN | SANDY UT | 408 | $40.3M | $242K |
| 10 | ROBINSON HELICOPTER COMPANY INC. ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN | TORRANCE CA | 1,285 | $123.3M | $234K |
