Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T.Rowe Price Retirement I 2025 I " in their Schedule of Assets, totaling $53.9M 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 | DEBORAH HEART & LUNG CENTER DEBORAH HEART AND LUNG CENTER 401(K) PLAN | BROWNS MILLS NJ | 1,157 | $143.1M | $15.6M |
| 2 | ARJO INC. ARJO INC. 401(K) PLAN | ADDISON IL | 861 | $112.6M | $11.2M |
| 3 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST |
COON RAPIDS MN |
| 263 |
| $91.7M |
| $6.7M |
| 4 | AMB GROUP, LLC BFOB 401(K) PLAN | ATLANTA GA | 1,417 | $78.9M | $4.5M |
| 5 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN | HOLMDEL NJ | 707 | $105.9M | $3.5M |
| 6 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $3.2M |
| 7 | TAMPA ARMATURE WORKS, INC. TAW 401(K) AND PROFIT SHARING PLAN | RIVERVIEW FL | 467 | $45.8M | $2.2M |
| 8 | PUREWEST RESOURCES, INC. PUREWEST 401(K) PLAN | DENVER CO | 184 | $49.2M | $1.6M |
| 9 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON MA | 210 | $112.5M | $870K |
| 10 | SKILLED MANUFACTURING, INC. SKILLED MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN | TRAVERSE CITY MI | 199 | $8.5M | $864K |
