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 Registered Investment Company in their Schedule of Assets, totaling $2.4M 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 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS TX | 484 | $224.8M | $1.1M |
| 2 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $308K |
| 3 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN |
JANESVILLE WI |
| 209 |
| $22.3M |
| $305K |
| 4 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN | MT. VIEW CA | 4,437 | $976.1M | $260K |
| 5 | JONES MEMORIAL HOSPITAL JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN | WELLSVILLE NY | 528 | $10.5M | $145K |
| 6 | THE WM GEORGE AGENCY FOR CHILD SVCS THE WILLIAM GEORGE AGENCY FOR CHILDREN'S SERVICES, INC. RETIREMENT PLAN | FREEVILLE NY | 373 | $16.9M | $127K |
| 7 | A.B. DATA, LTD. A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN | MILWAUKEE WI | 267 | $22.2M | $50K |
| 8 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST | MENDOTA HEIGHTS MN | 1,387 | $26.6M | $23K |
