Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T. Rowe Price Retirement I 2025 Fund; I Class in their Schedule of Assets, totaling $26.4M 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 | CONCORD HOSPITAL, INC. CONCORD HOSPITAL 403(B) PLAN | CONCORD NH | 4,886 | $269.3M | $9.6M |
| 2 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN ORTHOPAEDIC ASSOCIATES OF MICHIGAN PROFIT SHARING AND SAVINGS PLAN | GRAND RAPIDS MI | 399 | $95.0M | $5.6M |
| 3 | AMERICAN ARBITRATION ASSOCIATION, INC. |
NEW YORK NY |
| 750 |
| $120.7M |
| $4.3M |
| 4 | TONY HAWAII, LLC TONY HAWAII, LLC AND AFFILIATES 401(K) RETIREMENT SAVINGS | WAIPAHU HI | 474 | $37.4M | $3.1M |
| 5 | FRANK L BLUM CONSTRUCTION CO., INC FRANK L BLUM CONSTRUCTION CO., INC 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 218 | $19.9M | $1.2M |
| 6 | CHILD EVANGELISM FELLOWSHIP, INC. CHILD EVANGELISM FELLOWSHIP INC. 401(K) PLAN | WARRENTON MO | 140 | $6.5M | $952K |
| 7 | ANNALY CAPITAL MANAGEMENT, INC. ANNALY CAPITAL MANAGEMENT, INC. 401(K) PLAN | NEW YORK NY | 177 | $59.4M | $508K |
| 8 | WHISTLEPIG GOAMERICAGO BEVERAG WHISTLEPIG GOAMERICAGO BEVERAG 401(K) PROFIT SHARING PLAN & TRUST | SHOREHAM VT | 128 | $6.3M | $337K |
| 9 | S.P. COMPANY, INC. S.P. COMPANY, INC. 401(K) PLAN | COLUMBIANA OH | 176 | $14.5M | $248K |
| 10 | CENTRIC SOFTWARE, INC. CENTRIC SOFTWARE, INC. 401(K) PLAN | CAMPBELL CA | 352 | $33.0M | $215K |
