Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Ret 2035 I in their Schedule of Assets, totaling $202.4M 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 | $148.2M |
| 2 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 731 | $163.4M | $15.4M |
| 3 | THE WASHINGTON HOSPITAL |
WASHINGTON PA |
| 1,554 |
| $119.8M |
| $9.0M |
| 4 | JACKSONVILLE JAGUARS, LLC JACKSONVILLE JAGUARS 401(K) PLAN | JACKSONVILLE FL | 404 | $46.8M | $5.1M |
| 5 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN | KENOSHA WI | 2,347 | $89.2M | $4.2M |
| 6 | EILEEN FISHER, INC. EILEEN FISHER, INC. 401(K) EMPLOYEE SAVINGS PLAN | IRVINGTON NY | 842 | $92.9M | $4.1M |
| 7 | ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN | SARANAC LAKE NY | 837 | $102.1M | $3.9M |
| 8 | GOLF & TENNIS PRO SHOP, INC. GOLF & TENNIS PRO SHOP, INC. 401(K) PLAN | ROSWELL GA | 2,103 | $29.6M | $2.7M |
| 9 | PHYSICIANS ALLIANCE OF CONNECTICUT, LLC PHYSICIANS ALLIANCE OF CONNECTICUT, LLC RETIREMENT PLAN | BRANFORD CT | 360 | $63.8M | $2.6M |
| 10 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | KENOSHA WI | 2,131 | $30.2M | $2.1M |
