Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2035 N/R in their Schedule of Assets, totaling $70.2M 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 | DSV AIR & SEA, INC DSV 401(K) PLAN | ISELIN NJ | 6,860 | $391.9M | $33.6M |
| 2 | CASCADES USA INC. CASCADES 401(K) SAVINGS AND RETIREMENT PLAN | PISCATAWAY NJ | 1,783 | $174.8M | $11.3M |
| 3 | GRIFFIN HOSPITAL GRIFFIN HOSPITAL 403(B) RETIREMENT SAVINGS PLAN |
DERBY CT |
| 1,585 |
| $85.5M |
| $9.5M |
| 4 | CASCADES USA INC. CASCADES UNION EMPLOYEES 401(K) PLAN | NIAGARA FALLS NY | 903 | $54.5M | $5.0M |
| 5 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $4.8M |
| 6 | JACOBUS ENERGY, LLC JACOBUS ENERGY RETIREMENT PLAN | MILWAUKEE WI | 479 | $34.1M | $3.1M |
| 7 | SMARTLINX SOLUTIONS, LLC SMARTLINX SOLUTIONS RETIREMENT PLAN | ISELIN NJ | 114 | $10.3M | $983K |
| 8 | KOONS OF SILVER SPRING, INC. KOONS OF SILVER SPRING RETIREMENT SAVINGS PLAN | SILVER SPRING MD | 166 | $8.5M | $705K |
| 9 | ANDERSON DAHLEN, INC. ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN | RAMSEY MN | 0 | $0 | $701K |
| 10 | TERRAN ORBITAL CORPORATION TERRAN ORBITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | BOCA RATON FL | 525 | $22.2M | $454K |
