Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Ret 2065 I in their Schedule of Assets, totaling $26.9M 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 | $21.6M |
| 2 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 731 | $163.4M | $1.6M |
| 3 | THE WASHINGTON HOSPITAL |
WASHINGTON PA |
| 1,554 |
| $119.8M |
| $1.4M |
| 4 | AMB GROUP, LLC BFOB 401(K) PLAN | ATLANTA GA | 1,112 | $93.5M | $919K |
| 5 | ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN | SARANAC LAKE NY | 837 | $102.1M | $318K |
| 6 | JACKSONVILLE JAGUARS, LLC JACKSONVILLE JAGUARS 401(K) PLAN | JACKSONVILLE FL | 404 | $46.8M | $279K |
| 7 | PETER CREMER NORTH AMERICA, LP PETER CREMER NORTH AMERICA, LP 401(K) PLAN | CINCINNATI OH | 321 | $21.3M | $200K |
| 8 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | KENOSHA WI | 2,131 | $30.2M | $110K |
| 9 | NATIONAL ASSOCIATION OF REALTORS NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN | CHICAGO IL | 521 | $139.6M | $95K |
| 10 | MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE DEFINED CONTRIBUTION PLAN | BALTIMORE MD | 294 | $28.2M | $82K |
