Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2005 Inv in their Schedule of Assets, totaling $252K 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 | ARCHITECT EQUITY MANAGEMENT LLC ARCHITECT EQUITY 401(K) PLAN | EL SEGUNDO CA | 889 | $32.6M | $154K |
| 2 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $69K |
| 3 | MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY SHIPS |
LINDALE TX |
| 430 |
| $9.3M |
| $15K |
| 4 | TERRY'S ELECTRIC, INC. TERRY'S ELECTRIC 401(K) SAVINGS PLAN | KISSIMMEE FL | 278 | $11.9M | $8K |
| 5 | BRKTHRU DIGITAL, LLC BRKTHRU DIGITAL, LLC 401(K) PSP | NEW YORK NY | 173 | $9.5M | $3K |
| 6 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $1K |