Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe T. Rowe Price Retirement 2065 in their Schedule of Assets, totaling $6.3M 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 | $6.3M |
| 2 | NETWORK THERAPY SERVICES, LLC NETWORK THERAPY SERVICES, LLC 401(K) PLAN | BLOOMINGTON MN | 326 | $12.7M | $38K |
| 3 | COLLIER HEALTH SERVICES, INC. HEALTHCARE NETWORK OF SOUTHWEST FLORIDA (HCN) RETIREMENT PLAN |
IMMOKALEE FL |
| 324 |
| $23.5M |
| $6K |
