Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2035 Inv in their Schedule of Assets, totaling $22.4M 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 | ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE TN | 669 | $35.3M | $4.0M |
| 2 | ARCHITECT EQUITY MANAGEMENT LLC ARCHITECT EQUITY 401(K) PLAN | EL SEGUNDO CA | 889 | $32.6M | $3.8M |
| 3 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
SAN FRANCISCO CA |
| 83 |
| $22.8M |
| $3.0M |
| 4 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $2.7M |
| 5 | TERRY'S ELECTRIC, INC. TERRY'S ELECTRIC 401(K) SAVINGS PLAN | KISSIMMEE FL | 278 | $11.9M | $2.6M |
| 6 | MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY SHIPS | LINDALE TX | 430 | $9.3M | $1.3M |
| 7 | KEYSTONE TECHNOLOGY CONSULTANTS, IN KEYSTONE TECHNOLOGY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | AKRON OH | 112 | $3.1M | $1.1M |
| 8 | UNITED WAY OF CENTRAL MARYLAND, INC UNITED WAY OF CENTRAL MARYLAND, INC. SECTION 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 208 | $19.0M | $785K |
| 9 | PUREVIEW HEALTH CENTER PUREVIEW HEALTH CENTER 401(K) PLAN | HELENA MT | 104 | $5.3M | $718K |
| 10 | CHAGS HEALTH INFORMATION TECHNOLOGY, LLC C-HIT 401(K) | COLUMBIA MD | 68 | $9.0M | $647K |
