Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T.Rowe Price Retirement 2065 Pooled Separate Account in their Schedule of Assets, totaling $1.3M 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 | POWER & CONSTRUCTION GROUP, INC. POWER & CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN | SCOTTSVILLE NY | 321 | $20.5M | $817K |
| 2 | MILLENNIUM VISION, INC. MILLENNIUM VISION, PC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 152 | $9.7M | $201K |
| 3 | CARY STREET PARTNERS FINANCIAL LLC |
RICHMOND VA |
| 161 |
| $21.6M |
| $105K |
| 4 | TAOS PUEBLO TAOS PUEBLO 401(K) PROFIT SHARING PLAN | TAOS NM | 285 | $9.6M | $76K |
| 5 | WESTLAKE PLASTICS COMPANY WESTLAKE PLASTICS COMPANY DEFERRED SAVINGS AND PROFIT SHARING PLAN | LENNI PA | 88 | $6.4M | $36K |
| 6 | BEAR ROBOTICS, INC BEAR ROBOTICS 401(K) PLAN | REDWOOD CITY CA | 106 | $7.3M | $22K |
| 7 | GAF HOLDINGS INC GROPPETTI AUTOMOTIVE 401(K) PROFIT SHARING PLAN | VISALIA CA | 182 | $6.5M | $10K |
| 8 | HAUSMANN CONSTRUCTION, INC. HAUSMANN ENTERPRISES 401(K) PROFIT SHARING PLAN | LINCOLN NE | 475 | $23.8M | $2K |
