Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement I 2005 I Mutual Fund in their Schedule of Assets, totaling $228K 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 | EL MONTE RENTS, INC. TOURISM HOLDINGS USA, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 220 | $10.2M | $145K |
| 2 | PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L.L.C. 401(K) PLAN | PROVIDENCE RI | 104 | $124.6M | $34K |
| 3 | HPS INVESTMENT PARTNERS, LLC |
NEW YORK NY |
| 616 |
| $102.5M |
| $23K |
| 4 | BEAR PROPERTY MANAGEMENT, INC. BEAR REAL ESTATE GROUP 401(K) PLAN | KENOSHA WI | 159 | $7.6M | $22K |
| 5 | BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | PEMBROKE PINES FL | 5,190 | $154.0M | $3K |
| 6 | BORDER FOODS, LLC. BORDER FOODS, LLC. 401(K) PLAN | NEW HOPE MN | 2,925 | $21.0M | $1K |
