Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Retirement 2065 Tr-K in their Schedule of Assets, totaling $6.5M 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 | ENT CREDIT UNION ENT CREDIT UNION 401(K) RETIREMENT PLAN | COLORADO SPRINGS CO | 1,413 | $183.0M | $2.4M |
| 2 | UPGRADE INC. UPGRADE INC. 401(K) PLAN | SAN FRANCISCO CA | 1,537 | $54.5M | $2.2M |
| 3 | ECONOMIC MODELING, LLC LIGHTCAST 401(K) PLAN | MOSCOW |
| 330 |
| $21.8M |
| $586K |
| 4 | OUTRIGGER HOTELS HAWAII OUTRIGGER HOTELS HAWAII PROFIT SHARING AND RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,577 | $162.7M | $558K |
| 5 | NSF INTERNATIONAL NSF INTERNATIONAL 401(K) PLAN | ANN ARBOR MI | 1,066 | $170.1M | $554K |
| 6 | SPARROW CAPITAL PARTNERS, LLC SPARROW PARTNERS 401(K) PLAN | AUSTIN TX | 237 | $7.1M | $134K |
| 7 | SBM LIFE SCIENCE CORP. SBM LIFE SCIENCE CORP. 401(K) PLAN | CARY NC | 135 | $8.0M | $44K |
