Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 120 U.S. retirement plans report holding T.Rowe Price Retirement 2065 in their Schedule of Assets, totaling $39.0M 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 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 6,427 | $956.2M | $7.1M |
| 2 | SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | MOBILE AL | 1,549 | $541.3M | $4.2M |
| 3 | BERGLUND MANAGEMENT GROUP, INC. |
ROANOKE VA |
| 405 |
| $16.8M |
| $3.1M |
| 4 | US ONCOLOGY CORPORATE, INC. THE US ONCOLOGY CLINICAL PRACTICE 401K PLAN | THE WOODLANDS TX | 6,388 | $1.3B | $2.0M |
| 5 | BIOAGILYTIX LABS, LLC BIOAGILYTIX 401(K) PROFIT SHARING PLAN | DURHAM NC | 764 | $57.4M | $1.7M |
| 6 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $1.7M |
| 7 | SENIOR OPERATIONS LLC SENIOR OPERATIONS LLC 401(K) PROFIT SHARING INVESTMENT PLAN | BARTLETT IL | 2,267 | $358.7M | $1.5M |
| 8 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $1.5M |
| 9 | ROPER ST. FRANCIS HEALTHCARE ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN | CHARLESTON SC | 6,783 | $664.5M | $1.3M |
| 10 | US ONCOLOGY CORPORATE, INC. US ONCOLOGY, INC. 401(K) PLAN | THE WOODLANDS TX | 8,107 | $357.5M | $953K |
