Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Retirement 2065 Fund I Class in their Schedule of Assets, totaling $638K 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 | PRINCIPLE BUSINESS ENTERPRISES, INC. PRINCIPLE BUSINESS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DUNBRIDGE OH | 289 | $25.2M | $319K |
| 2 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $185K |
| 3 | REV FEDERAL CREDIT UNION |
SUMMERVILLE SC |
| 253 |
| $19.8M |
| $131K |
| 4 | INSTRUCTIONAL EMPOWERMENT INC INSTRUCTIONAL EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BLAIRSVILLE PA | 114 | $4.5M | $3K |
