Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2005 Fund in their Schedule of Assets, totaling $13.4M 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 | AVNET, INC. AVNET 401(K) PLAN | PHOENIX AZ | 2,753 | $624.3M | $4.1M |
| 2 | WADE TRIM GROUP, INC. WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN | DETROIT MI | 700 | $87.0M | $1.3M |
| 3 | COPLEY HEALTH SYSTEMS, INC. COPLEY HEALTH SYSTEMS, INC. 403(B) RETIREMENT PLAN |
MORRISVILLE VT |
| 638 |
| $51.1M |
| $906K |
| 4 | PHYSICIANS FOR WOMEN'S HEALTH, LLC PHYSICIANS FOR WOMEN'S HEALTH, LLC SAVINGS AND RETIREMENT PLAN | ROCKY HILL CT | 1,210 | $212.6M | $812K |
| 5 | MILLER NASH LLP MILLER NASH LLP 401(K) PLAN | PORTLAND OR | 273 | $162.1M | $807K |
| 6 | KULITE SEMICONDUCTOR PRODUCTS, INC. RETIREMENT COMMITTEE KULITE SEMICONDUCTOR PRODUCTS, INC. EMPLOYEES' PROFIT SHARING AND SALARY REDUCTION PLAN | LEONIA NJ | 792 | $97.4M | $773K |
| 7 | JEFFERIES FINANCIAL GROUP INC. JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 207 | $92.6M | $601K |
| 8 | MERCURY SYSTEMS, INC. MERCURY EMPLOYEES RETIREMENT INVESTMENT TRUST | ANDOVER MA | 2,246 | $475.6M | $541K |
| 9 | SILVER CROSS HOSPITAL & MEDICAL CENTERS SILVER CROSS HOSPITAL & MEDICAL CENTERS EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | NEW LENOX IL | 3,336 | $294.9M | $513K |
| 10 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $510K |
