Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2005 Trust in their Schedule of Assets, totaling $20.3M 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 | PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD CT | 5,862 | $1.7B | $12.9M |
| 2 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $5.7M |
| 3 | AMERICAN PETROLEUM INSTITUTE AMERICAN PETROLEUM INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN |
WASHINGTON DC |
| 307 |
| $138.5M |
| $588K |
| 4 | KUKA SYSTEMS NORTH AMERICA LLC KUKA RETIREMENT SAVINGS PLAN | STERLING HEIGHTS MI | 1,297 | $221.7M | $469K |
| 5 | SUPERIOR PLUS ENERGY SERVICES, INC. SUPERIOR PLUS ENERGY SERVICES, INC. 401(K) RETIREMENT PLAN | ROCHESTER NY | 2,509 | $185.8M | $311K |
| 6 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER REPRESENTED 401(K) PLAN | SPOKANE WA | 1,447 | $226.0M | $107K |
| 7 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER 401(K) PLAN | SPOKANE WA | 838 | $225.8M | $98K |
| 8 | SIBELCO NORTH AMERICA, INC. SIBELCO NORTH AMERICA RETIRMENT SAVINGS PLAN | CHAROLETTE NC | 383 | $45.4M | $63K |
| 9 | MIDEA AMERICA CORPORATION MIDEA AMERICA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PARSIPPANY NJ | 335 | $21.1M | $63K |
| 10 | LONG IRON SERVICES, LLC HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | OAK BROOK IL | 1,587 | $102.2M | $15K |
