Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T.Rowe Price Retirement I 2035 I Mutual Fund in their Schedule of Assets, totaling $41.7M 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 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $24.9M |
| 2 | BEMIS ASSOCIATES, INC. BEMIS ASSOCIATES, INC. EMPLOYEE DEFERRED SAVINGS PLAN | SHIRLEY MA | 177 | $57.0M | $3.0M |
| 3 | HPS INVESTMENT PARTNERS, LLC |
NEW YORK NY |
| 616 |
| $102.5M |
| $2.3M |
| 4 | BORDER FOODS, LLC. BORDER FOODS, LLC. 401(K) PLAN | NEW HOPE MN | 2,925 | $21.0M | $1.7M |
| 5 | THE YELLOWSTONE BANK YELLOWSTONE BANK 401(K) PLAN | BILLINGS MT | 113 | $22.2M | $1.4M |
| 6 | PSG EQUITY L.L.C. PSG EQUITY L.L.C. 401(K) PLAN | BOSTON MA | 187 | $42.6M | $1.3M |
| 7 | REGAL WARE, INC. REGAL CONSOLIDATED PROFIT SHARING TRUST | MILWAUKEE WI | — | $40.2M | $1.3M |
| 8 | BEAR PROPERTY MANAGEMENT, INC. BEAR REAL ESTATE GROUP 401(K) PLAN | KENOSHA WI | 159 | $7.6M | $1.0M |
| 9 | JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON MA | 208 | $8.1M | $862K |
| 10 | REGAL WARE, INC. REGAL WARE, INC. PROFIT SHARING PLAN | MILWAUKEE WI | 105 | $25.6M | $801K |
