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 N/R in their Schedule of Assets, totaling $2.5M 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 | CASCADES USA INC. CASCADES 401(K) SAVINGS AND RETIREMENT PLAN | PISCATAWAY NJ | 1,783 | $174.8M | $1.1M |
| 2 | CASCADES USA INC. CASCADES UNION EMPLOYEES 401(K) PLAN | NIAGARA FALLS NY | 903 | $54.5M | $717K |
| 3 | DSV AIR & SEA, INC DSV 401(K) PLAN |
| 6,860 |
| $391.9M |
| $658K |
| 4 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $112K |
| 5 | KOONS OF SILVER SPRING, INC. KOONS OF SILVER SPRING RETIREMENT SAVINGS PLAN | SILVER SPRING MD | 166 | $8.5M | $2K |
