Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Target 2025 I Mutual fund in their Schedule of Assets, totaling $5.4M 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 | MOSES/WEITZMAN HEALTH SYSTEM, INC MOSES/WEITZMAN HEALTH SYSTEM, INC. 403B RETIREMENT PLAN | MIDDLETOWN CT | 1,263 | $112.5M | $3.8M |
| 2 | YOUNG'S HOLDINGS, INC. YOUNG'S HOLDINGS, INC. 401(K) PLAN | ALISO VIEJO CA | 309 | $39.0M | $1.1M |
| 3 | YOUTH DEVELOPMENT, INC. SECTION 403(B) RETIREMENT PLAN FOR YOUTH DEVELOPMENT, INC. |
ALBUQUERQUE NM |
| 551 |
| $16.4M |
| $452K |
| 4 | TWIN TIER HOSPITALITY LLC TWIN TIER HOSPITALITY 401(K) PLAN | WESTLAKE OH | 634 | $1.8M | $94K |
