Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2035 Fund I in their Schedule of Assets, totaling $39.7M 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 | LIVANOVA USA, INC. LIVANOVA US EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,224 | $257.4M | $16.4M |
| 2 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $9.7M |
| 3 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. |
RICHMOND VA |
| 725 |
| $64.2M |
| $2.8M |
| 4 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS WA | 632 | $92.8M | $2.6M |
| 5 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | DELRAY BEACH FL | 390 | $36.5M | $1.7M |
| 6 | RAY GRAHAM ASSOCIATION FOR PEOPLE WITH DISABILITIES RAY GRAHAM ASSOC. FOR PEOPLE WITH DISABILITIES 403B PLAN | LISLE IL | 235 | $8.7M | $913K |
| 7 | ZOCDOC, INC. ZOCDOC RETIREMENT SAVINGS PLAN | NEWYORK NY | 646 | $60.0M | $827K |
| 8 | LEWIS FOOD TOWN, INC. LEWIS FOOD TOWN, INC. 401(K) PLAN | HOUSTON TX | 1,324 | $16.4M | $788K |
| 9 | TR MILLER HEATING, COOLING & PLUMBING, INC. TR MILLER HEATING AND COOLING 401(K) PROFIT SHARING PLAN | PLAINFIELD IL | 109 | $4.3M | $773K |
| 10 | TEST RITE PRODUCTS CORP. TEST RITE PRODUCTS CORP 401(K) PLAN | ONTARIO CA | 152 | $11.4M | $679K |
