Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2065 Inv in their Schedule of Assets, totaling $2.2M 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 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $783K |
| 2 | ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE TN | 669 | $35.3M | $313K |
| 3 | TERRY'S ELECTRIC, INC. TERRY'S ELECTRIC 401(K) SAVINGS PLAN |
KISSIMMEE FL |
| 278 |
| $11.9M |
| $210K |
| 4 | PUREVIEW HEALTH CENTER PUREVIEW HEALTH CENTER 401(K) PLAN | HELENA MT | 104 | $5.3M | $193K |
| 5 | MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY SHIPS | LINDALE TX | 430 | $9.3M | $173K |
| 6 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $151K |
| 7 | ARCHITECT EQUITY MANAGEMENT LLC ARCHITECT EQUITY 401(K) PLAN | EL SEGUNDO CA | 889 | $32.6M | $85K |
| 8 | INFINITY TECHNOLOGY SERVICES, LLC INFINITY TECHNOLOGY SERVICES, LLC 401(K) PLAN | COLORADO SPRINGS CO | 127 | $4.5M | $82K |
| 9 | KEYSTONE TECHNOLOGY CONSULTANTS, IN KEYSTONE TECHNOLOGY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | AKRON OH | 112 | $3.1M | $69K |
| 10 | UNITED WAY OF CENTRAL MARYLAND, INC UNITED WAY OF CENTRAL MARYLAND, INC. SECTION 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 208 | $19.0M | $65K |
