Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2065 Mutual funds in their Schedule of Assets, totaling $974K 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 | TH2 CONNECT LLC TH2 CONNECT LLC 401(K) RETIREMENT PLAN | CINCINNATI OH | 45 | $5.8M | $254K |
| 2 | RANCHO VALENCIA RESORT PARTNERS,LLC RANCHO VALENCIA RESORT & SPA 401(K) PLAN | RANCHO SANTA FE CA | 325 | $10.1M | $175K |
| 3 | IMAX CORPORATION IMAX CORPORATION 401(K) RETIREMENT PLAN |
LOS ANGELES CA |
| 272 |
| $40.7M |
| $172K |
| 4 | TRUVISTA COMMUNICATIONS, INC. TRUVISTA 401(K) RETIREMENT PLAN | CHESTER SC | 273 | $30.8M | $151K |
| 5 | ARCHROMA U.S., INC. ARCHROMA RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 179 | $38.8M | $150K |
| 6 | POWERHOUSE ELECTRICAL SERVICES, INC. POWERHOUSE ELECTRICAL SERVICES, INC. 401(K) PLAN | PFLUGERVILLE TX | 208 | $3.5M | $72K |
