Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2005 I in their Schedule of Assets, totaling $336K 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 | CRYSTAL CABINET WORKS, INC. CRYSTAL CABINET WORKS, INC. SALARY SAVINGS PLAN | PRINCETON MN | 470 | $63.7M | $173K |
| 2 | CHESAPEAKE SPICE COMPANY, LLC CHESAPEAKE SPICE 401(K) PLAN | BELCAMP MD | 207 | $16.6M | $77K |
| 3 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN |
ADA OK |
| 593 |
| $46.0M |
| $76K |
| 4 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $7K |
| 5 | TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | LAKE BLUFF IL | 230 | $43.8M | $3K |
