Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement Blend 2005 Mutual fund in their Schedule of Assets, totaling $1.2M 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 | OHIO EDUCATION ASSOCIATION OHIO EDUCATION ASSOCIATION RETIREE BENEFITS PLAN | COLUMBUS OH | 169 | $12.2M | $805K |
| 2 | MCGEE CORPORATION SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATION | MATTHEWS NC | 159 | $8.2M | $229K |
| 3 | VAN WAGNER GROUP, LLC VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 160 |
| $37.1M |
| $180K |
| 4 | GREAT SOUTHERN BANCORP, INC. GREAT SOUTHERN BANCORP, INC. 401(K) PLAN | SPRINGFIELD MO | 812 | $69.6M | $20K |
| 5 | CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED CLOVERNOOK CENTER FOR THE BLIND RETIREMENT SAVINGS PLAN | CINCINNATI OH | 89 | $7.5M | $1K |
