Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Trp Retire 2065 I Mutual Fund in their Schedule of Assets, totaling $494K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SECURUS TECHNOLOGIES, LLC AVENTIV TECHNOLOGIES 401(K) SAVINGS PLAN | PLANO TX | 1,447 | $125.0M | $214K |
| 2 | PEABODY PROPERTIES, INC. PEABODY PROPERTIES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | BRAINTREE MA | 619 | $40.4M | $157K |
| 3 | SOJITZ CORPORATION OF AMERICA SAG 401(K) PLAN |
BERKELEY CA |
| 448 |
| $40.8M |
| $76K |
| 4 | TEXAS TRANSEASTERN, INC. TEXAS TRANSEASTERN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PASADENA TX | 554 | $7.9M | $22K |
| 5 | GAGEMAKER, LP FBD-GAGEMAKER 401(K) PLAN | PASADENA TX | 295 | $22.4M | $18K |
| 6 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN | NEW YORK NY | 360 | $96.2M | $6K |