Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TRowe Price Retirement 2025 I Mutual Fund ^ in their Schedule of Assets, totaling $12.2M 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 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $8.1M |
| 2 | SAN FRANCISCO MUSEUM OF MODERN ART SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN | SAN FRANCISCO CA | 603 | $73.2M | $2.1M |
| 3 | THE TAFT SCHOOL |
WATERTOWN CT |
| 258 |
| $120.9M |
| $2.0M |
