Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2065 I in their Schedule of Assets, totaling $3.0M 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 | $997K |
| 2 | CRYSTAL CABINET WORKS, INC. CRYSTAL CABINET WORKS, INC. SALARY SAVINGS PLAN | PRINCETON MN | 470 | $63.7M | $568K |
| 3 | CARROLL HOSPITAL CENTER, INC. |
OWINGS MILLS MD |
| 2,254 |
| $155.1M |
| $518K |
| 4 | GRAHAM-OURISMAN AUTOMOTIVE LLC GRAHAM-OURISMAN AUTOMOTIVE 401K PLAN | ROCKVILLE MD | 790 | $18.9M | $197K |
| 5 | WIGINTON CORPORATION WIGINTON CORPORATION 401(K) RETIREMENT PLAN | SANFORD FL | 514 | $37.2M | $165K |
| 6 | EDF TRADING NORTH AMERICA, LLC EDF TRADING, N.A. 401(K) PLAN | HOUSTON TX | 268 | $89.3M | $123K |
| 7 | WASHINGTON HEALTH SYSTEM GREENE WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 124 | $3.2M | $115K |
| 8 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $93K |
| 9 | KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., L.P.A. KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., LPA. PROFIT SHARING AND 401(K) PLAN | CANTON OH | 109 | $34.8M | $68K |
| 10 | NATIONAL AIR CARGO, INC. NATIONAL AIR CARGO 401(K) PLAN | ORCHARD PARK NY | 593 | $29.2M | $46K |
