Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement I 2005 Fund Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | BOOMI, LP BOOMI, LP 401(K) PLAN | CONSHOHOCKEN PA | 877 | $152.8M | $1.0M |
| 2 | LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN | NEW YORK NY | 10 | $39.6M | $330K |
| 3 | EMPIRE STATE REALTY OP, L.P. EMPIRE STATE REALTY TRUST 401(K) PLAN |
NEW YORK NY |
| 235 |
| $41.6M |
| $58K |
