Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement 2065 Mutual fund n/a in their Schedule of Assets, totaling $2.5M 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 | SUMMIT AUTOMOTIVE PARTNERS SUMMIT AUTOMOTIVE PARTNERS RETIREMENT SAVINGS PLAN | CENTENNIAL CO | 770 | $37.7M | $1.2M |
| 2 | DEVCON CONSTRUCTION INCORPORATED DEVCON CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | MILPITAS CA | 327 | $144.1M | $564K |
| 3 | THE CLEVELAND FOUNDATION |
CLEVELAND OH |
| 84 |
| $22.2M |
| $271K |
| 4 | WOLFE PLUMBING, INC. WOLFE COMPANIES 401(K) SAVINGS PLAN | EVERETT WA | 123 | $8.0M | $127K |
| 5 | CREDIT.COM HOLDINGS, LLC CREDIT.COM HOLDINGS, LLC 401K PLAN | SALT LAKE CITY UT | 179 | $28.4M | $108K |
| 6 | PGX HOLDINGS, INC. PROGREXION HOLDINGS, INC. 401(K) PLAN | SALT LAKE CITY UT | 224 | $28.3M | $81K |
| 7 | TOASTMASTERS INTERNATIONAL, INC. TOASTMASTERS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | ENGLEWOOD CO | 123 | $17.7M | $72K |
| 8 | DAN CALLAGHAN ENTERPRISES, INC. DAN CALLAGHAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BRADENTON FL | 120 | $5.5M | $46K |
| 9 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $28K |
| 10 | WHITE MOUNTAIN BEVERAGE, LLC WHITE MOUNTAIN BEVERAGE, LLC SAVINGS AND PROFIT SHARING PLAN | RENTON WA | 180 | $27.3M | $13K |
