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 2065 I Mutual Fund N/A in their Schedule of Assets, totaling $307K 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 | GRAMMER INC. GRAMMER 401(K) PLAN | PLYMOUTH MI | 248 | $39.3M | $176K |
| 2 | BRENNAN, MANNA & DIAMOND, LLC BRENNAN, MANNA & DIAMOND, LLC 401(K) PROFIT SHARING PLAN | AKRON OH | 158 | $43.4M | $127K |
| 3 | GRAMMER INC. GRAMMER COLLECTIVE BARGAINED RETIREMENT PLAN |
PLYMOUTH MI |
| 188 |
| $6.0M |
| $4K |
