Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price Retirement I 2065 Mutual Fund in their Schedule of Assets, totaling $10.0M 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 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $8.9M |
| 2 | APR SUPPLY COMPANY APR SUPPLY CO. 401(K) PLAN | LEBANON PA | 437 | $30.2M | $753K |
| 3 | INTERMIX HOLDCO, LLC INTERMIX 401(K) PLAN |
NEW YORK NY |
| 284 |
| $9.3M |
| $113K |
| 4 | E.D. BULLARD COMPANY E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN | LEXINGTON KY | 294 | $36.9M | $98K |
| 5 | BREAN CAPITAL, LLC BREAN CAPITAL, LLC 401(K) PLAN | NEW YORK NY | 173 | $27.9M | $70K |
| 6 | NAVY-MARINE CORPS RELIEF SOCIETY NAVY-MARINE CORPS RELIEF SOCIETY 401(K) SAVINGS PLAN | ARLINGTON VA | 178 | $12.5M | $11K |
