Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Retirement 2025 Trust Class K in their Schedule of Assets, totaling $3.2M 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 | BROWN WINICK LAW FIRM BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN | DES MOINES IA | 168 | $62.8M | $3.2M |
