Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Trust Company Retirement 2005 Fund in their Schedule of Assets, totaling $3.8M 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 | SANDVIK, INC. SANDVIK 401(K) RETIREMENT PLAN | MEBANE NC | 2,603 | $693.0M | $2.8M |
| 2 | ICAHN CHARTER SCHOOL 1 ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN | BRONX NY | 325 | $21.9M | $494K |
| 3 | SAUL EWING LLP SAUL EWING RETIREMENT PLAN |
| 869 |
| $489.3M |
| $457K |
| 4 | HMT LLC HMT 401(K) RETIREMENT PLAN | THE WOODLANDS TX | 1,204 | $40.7M | $3K |
