Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2035 I in their Schedule of Assets, totaling $64.2M 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 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $7.2M |
| 2 | NORTHWEST HOSPITAL CENTER, INC. NORTHWEST HOSPITAL CENTER, INC. MONEY PURCHASE PENSION PLAN AND TRUST | OWINGS MILLS MD | 887 | $55.8M | $7.0M |
| 3 | CARROLL HOSPITAL CENTER, INC. |
OWINGS MILLS MD |
| 2,254 |
| $155.1M |
| $6.7M |
| 4 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $6.6M |
| 5 | EDF TRADING NORTH AMERICA, LLC EDF TRADING, N.A. 401(K) PLAN | HOUSTON TX | 268 | $89.3M | $6.4M |
| 6 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN | ADA OK | 593 | $46.0M | $4.8M |
| 7 | NATIONAL AIR CARGO, INC. NATIONAL AIR CARGO 401(K) PLAN | ORCHARD PARK NY | 593 | $29.2M | $4.6M |
| 8 | NORTH COUNTRY HEALTH SYSTEM, INC. NORTH COUNTRY HEALTH SYSTEM, INC. CONTRIBUTORY TAX SHELTERED RETIREMENT PLAN | NEWPORT VT | 626 | $74.0M | $4.1M |
| 9 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $3.3M |
| 10 | CRYSTAL CABINET WORKS, INC. CRYSTAL CABINET WORKS, INC. SALARY SAVINGS PLAN | PRINCETON MN | 470 | $63.7M | $3.1M |
