Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement Blend 2025 in their Schedule of Assets, totaling $12.3M 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 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | SANTA ANA CA | 503 | $97.8M | $5.4M |
| 2 | ELECTRICAL DESIGN & MOTOR CONTROL, INC. ELECTRICAL DESIGN & MOTOR CONTROL, INC. 401(K) PLAN | ROSEVILLE CA | 84 | $12.7M | $1.8M |
| 3 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN |
CLEVELAND OH |
| 102 |
| $32.1M |
| $1.7M |
| 4 | PERC ENGINEERING, LLC PERC ENGINEERING, LLC 401(K) PLAN | HOUSTON TX | 122 | $30.4M | $1.4M |
| 5 | BLACKHAWK COUNTRY CLUB BLACKHAWK COUNTRY CLUB EMPLOYEE SAVINGS PLAN | DANVILLE CA | 198 | $5.3M | $849K |
| 6 | MOLIN CONCRETE PRODUCTS CO. MOLIN CONCRETE PRODUCTION EMPLOYEES 401(K) | LINO LAKES MN | 140 | $4.2M | $487K |
| 7 | ENTRATA, INC. ENTRATA 401(K) PLAN | LEHI UT | 1,278 | $60.9M | $284K |
| 8 | MBS HIGHWAY, LLC MBS HIGHWAY, LLC 401(K) PLAN | HOLMDEL NJ | 81 | $4.2M | $184K |
| 9 | TRIJICON, INC. TRIJICON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 522 | $60.3M | $131K |
