Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement I 2005 I in their Schedule of Assets, totaling $1.1M 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 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN | WASHINGTON DC | 653 | $329.9M | $1.0M |
| 2 | PEAK VISTA COMMUNITY HEALTH CENTERS PEAK VISTA COMMUNITY HEALTH CENTERS 403(B) PLAN | COLORADO SPRINGS CO | 747 | $40.9M | $43K |
| 3 | TRI-ARC FOOD SYSTEMS, INC. TRI-ARC FOOD SYSTEMS, INC. 401K PLAN |
RALEIGH NC |
| 311 |
| $13.8M |
| $37K |
| 4 | WARE MALCOMB WARE MALCOMB 401(K) PLAN | IRVINE CA | 529 | $53.7M | $6K |
