Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe T. Rowe Price Retirement 2025 in their Schedule of Assets, totaling $32.0M 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 | U.S. VENTURE, INC. U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN | APPLETON WI | 4,910 | $398.9M | $24.0M |
| 2 | MAGNOLIA RIVER INTERNATIONAL MAGNOLIA RIVER INTERNATIONAL 401(K) PLAN | HARTSELLE AL | 755 | $43.0M | $3.3M |
| 3 | MAGNOLIA RIVER SERVICES, INC. MAGNOLIA RIVER 401(K) PLAN |
DECATUR AL |
| 889 |
| $28.9M |
| $2.8M |
| 4 | COLLIER HEALTH SERVICES, INC. HEALTHCARE NETWORK OF SOUTHWEST FLORIDA (HCN) RETIREMENT PLAN | IMMOKALEE FL | 324 | $23.5M | $1.9M |
| 5 | NETWORK THERAPY SERVICES, LLC NETWORK THERAPY SERVICES, LLC 401(K) PLAN | BLOOMINGTON MN | 326 | $12.7M | $10K |
