Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2065 N/R in their Schedule of Assets, totaling $3.9M 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 | $1.7M |
| 2 | CASCADES USA INC. CASCADES 401(K) SAVINGS AND RETIREMENT PLAN | PISCATAWAY NJ | 1,783 | $174.8M | $1.1M |
| 3 | CASCADES USA INC. CASCADES UNION EMPLOYEES 401(K) PLAN |
| 903 |
| $54.5M |
| $484K |
| 4 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $445K |
| 5 | SMARTLINX SOLUTIONS, LLC SMARTLINX SOLUTIONS RETIREMENT PLAN | ISELIN NJ | 114 | $10.3M | $106K |
| 6 | JACOBUS ENERGY, LLC JACOBUS ENERGY RETIREMENT PLAN | MILWAUKEE WI | 479 | $34.1M | $101K |
