Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2065 Trust in their Schedule of Assets, totaling $16.4M 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 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $3.8M |
| 2 | PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD CT | 5,862 | $1.7B | $2.8M |
| 3 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER REPRESENTED 401(K) PLAN |
SPOKANE WA |
| 1,447 |
| $226.0M |
| $2.6M |
| 4 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER 401(K) PLAN | SPOKANE WA | 838 | $225.8M | $1.3M |
| 5 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $1.1M |
| 6 | SUPERIOR PLUS ENERGY SERVICES, INC. SUPERIOR PLUS ENERGY SERVICES, INC. 401(K) RETIREMENT PLAN | ROCHESTER NY | 2,509 | $185.8M | $1.1M |
| 7 | KUKA SYSTEMS NORTH AMERICA LLC KUKA RETIREMENT SAVINGS PLAN | STERLING HEIGHTS MI | 1,297 | $221.7M | $958K |
| 8 | RED ROBIN INTERNATIONAL, INC. RED ROBIN INTERNATIONAL, INC. 401(K) SAVINGS PLAN | ENGLEWOOD CO | 12,597 | $68.8M | $852K |
| 9 | LONG IRON SERVICES, LLC HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | OAK BROOK IL | 1,587 | $102.2M | $697K |
| 10 | SWISSLOG LOGISTICS, INC SWISSLOG LOGISTICS RETIREMENT SAVINGS PLAN | NEWPORT NEWS VA | 483 | $69.4M | $681K |
