Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement I 2065 I in their Schedule of Assets, totaling $4.7M 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 | DIRECT SUPPLY, INC. DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 1,231 | $346.1M | $2.8M |
| 2 | ST. LAWRENCE HEALTH SYSTEM, INC. ST. LAWRENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN | POTSDAM NY | 2,142 | $173.1M | $1.4M |
| 3 | NORTHWEST HOSPITAL CENTER, INC. |
OWNINGS MILLS MD |
| 2,467 |
| $107.9M |
| $255K |
| 4 | WARE MALCOMB WARE MALCOMB 401(K) PLAN | IRVINE CA | 529 | $53.7M | $111K |
| 5 | SINNISSIPPI CENTERS, INC. SINNISSIPPI CENTERS RETIREMENT PLAN | DIXON IL | 303 | $12.3M | $61K |
| 6 | TRI-ARC FOOD SYSTEMS, INC. TRI-ARC FOOD SYSTEMS, INC. 401K PLAN | RALEIGH NC | 311 | $13.8M | $39K |
| 7 | MEMPHIS BASKETBALL LLC MEMPHIS BASKETBALL LLC 401(K) PLAN | MEMPHIS TN | 301 | $17.4M | $1K |
