Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Ret 2005 I in their Schedule of Assets, totaling $7.3M 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $6.7M |
| 2 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 731 | $163.4M | $358K |
| 3 | EILEEN FISHER, INC. |
IRVINGTON NY |
| 842 |
| $92.9M |
| $190K |
| 4 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN | KENOSHA WI | 2,347 | $89.2M | $14K |
| 5 | XANITOS INC. XANITOS INC. 401K PROFIT SHARING PLAN AND TRUST | NEWTOWN SQUARE PA | 2,782 | $6.0M | $7K |
| 6 | THE WASHINGTON HOSPITAL THE WASHINGTON HOSPITAL RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 1,554 | $119.8M | $4K |
| 7 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | KENOSHA WI | 2,131 | $30.2M | $4K |
