Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement I 2005 Fund I Class in their Schedule of Assets, totaling $8.0M 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 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $6.7M |
| 2 | JACKSON HOSPITAL AND CLINIC, INC. JACKSON HOSPITAL AND CLINIC, INC. 403B PLAN | MONTGOMERY AL | 1,958 | $47.4M | $1.4M |
| 3 | WHISTLEPIG GOAMERICAGO BEVERAG WHISTLEPIG GOAMERICAGO BEVERAG 401(K) PROFIT SHARING PLAN & TRUST |
SHOREHAM VT |
| 128 |
| $6.3M |
| $3K |
