Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T.Rowe Price Retirement I 2065 I " in their Schedule of Assets, totaling $4.0M 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 | $1.4M |
| 2 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON MA | 210 | $112.5M | $659K |
| 3 | ARJO INC. ARJO INC. 401(K) PLAN |
ADDISON IL |
| 861 |
| $112.6M |
| $506K |
| 4 | AMB GROUP, LLC BFOB 401(K) PLAN | ATLANTA GA | 1,417 | $78.9M | $434K |
| 5 | SEMRUSH, INC. SEMRUSH, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 324 | $16.2M | $395K |
| 6 | B & I CONTRACTORS, INC. B & I CONTRACTORS, INC. 401(K) PLAN | FORT MYERS FL | 1,009 | $16.4M | $213K |
| 7 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN | HOLMDEL NJ | 707 | $105.9M | $165K |
| 8 | PUREWEST RESOURCES, INC. PUREWEST 401(K) PLAN | DENVER CO | 184 | $49.2M | $142K |
| 9 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | COON RAPIDS MN | 263 | $91.7M | $59K |
| 10 | SKILLED MANUFACTURING, INC. SKILLED MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN | TRAVERSE CITY MI | 199 | $8.5M | $49K |
