Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price TRP Retirement 2065 in their Schedule of Assets, totaling $26.9M 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 | PIEDMONT HEALTHCARE, INC. PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN | ATLANTA GA | 35,819 | $2.9B | $24.4M |
| 2 | BRAMBLES USA, INC. BRAMBLES USA 401(K) PLAN | ORLANDO FL | 2,839 | $304.5M | $1.3M |
| 3 | KAMAN CORPORATION KAMAN CORPORATION 401K PLAN |
BLOOMFIELD CT |
| 1,619 |
| $452.6M |
| $908K |
| 4 | ELKEM SILICONES USA CORP. ELKEM SILICONES USA CORP. 401(K) PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 242 | $61.5M | $274K |
| 5 | SWDIC IMAGING CENTER PARTNERSHIP, LLP SOUTHWEST DIAGNOSTIC IMAGING CENTER 401(K) RETIREMENT PLAN | DALLAS TX | 190 | $43.0M | $19K |
