Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T.Rowe Price Target 2065 I in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $1.2M |
| 2 | PRESBYTERIAN HOMES RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES | SKOKIE IL | 1,235 | $69.5M | $615K |
| 3 | TOMAH MEMORIAL HOSPITAL TOMAH HEALTH RETIREMENT PLAN |
TOMAH WI |
| 431 |
| $35.5M |
| $498K |
| 4 | FRANCONIA-SPRINGFIELD SURGERY INOVA SURGERY CENTERS 401(K) PLAN | ALEXANDRIA VA | 378 | $26.6M | $151K |
| 5 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $41K |
| 6 | WOODSAGE LLC WOODSAGE LLC 401(K) PLAN | HOLLAND OH | 116 | $7.6M | $34K |
| 7 | KARL CHEVROLET, INC. KARL CHEVROLET, INC. 401(K) PLAN | ANKENY IA | 704 | $31.2M | $28K |
| 8 | DEFINITIVE MEDIA CORP. DBA DEFINITIVE MEDIA CORP. 401(K) PLAN | CARY NC | 70 | $10.4M | $16K |
| 9 | KAAPA ETHANOL HOLDINGS, LLC KAAPA ETHANOL HOLDINGS, LLC 401(K) & PROFIT SHARING PLAN | KEARNEY NE | 121 | $13.6M | $13K |
| 10 | CSCO CSCO & SUBSIDIARIES QUALIFIED RETIREMENT PLAN | CARY NC | 334 | $44.1M | $10K |
