Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Retirement I 2065 I Mutual fund in their Schedule of Assets, totaling $6.5M 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 | $3.7M |
| 2 | HPS INVESTMENT PARTNERS, LLC HPS INVESTMENT PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 616 | $102.5M | $1.5M |
| 3 | BORDER FOODS, LLC. BORDER FOODS, LLC. 401(K) PLAN |
NEW HOPE MN |
| 2,925 |
| $21.0M |
| $686K |
| 4 | BEMIS ASSOCIATES, INC. BEMIS ASSOCIATES, INC. EMPLOYEE DEFERRED SAVINGS PLAN | SHIRLEY MA | 177 | $57.0M | $343K |
| 5 | BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | PEMBROKE PINES FL | 5,190 | $154.0M | $208K |
| 6 | EL MONTE RENTS, INC. TOURISM HOLDINGS USA, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 220 | $10.2M | $32K |
| 7 | BEAR PROPERTY MANAGEMENT, INC. BEAR REAL ESTATE GROUP 401(K) PLAN | KENOSHA WI | 159 | $7.6M | $24K |
| 8 | GOOD SAMARITAN FAMILY HEALTH CENTER INC. FAMILY HEALTH CENTER 403(B) PLAN | VINCENNES IN | 240 | $2.1M | $22K |
| 9 | HASSELL & HUGHES LUMBER COMPANY, INC. HASSELL & HUGHES LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | COLLINWOOD TN | 84 | $4.6M | $8K |
| 10 | JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON MA | 208 | $8.1M | $6K |
