Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Trp Retirement 2025 Mutual fund - in their Schedule of Assets, totaling $58.7M 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 | CHAMPLAIN VALLEY PHYSICIANS HOSPITAL CHAMPLAIN VALLEY PHYSICIANS HOSPITAL 403(B) RETIREMENT SAVINGS PLAN | PLATTSBURGH NY | 2,570 | $334.8M | $32.7M |
| 2 | ODYSSEY SYSTEMS CONSULTING GROUP ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN | WAKEFIELD MA | 1,397 | $125.8M | $10.9M |
| 3 | ALICE HYDE MEDICAL CENTER |
MALONE NY |
| 593 |
| $57.4M |
| $5.7M |
| 4 | FARMERS & MERCHANTS BANK OF LONG BEACH FARMERS & MERCHANTS BANK OF LONG BEACH PROFIT SHARING AND 401(K) PLAN | LONG BEACH CA | 895 | $174.5M | $5.6M |
| 5 | HUNTER, KEITH INDUSTRIES, INC. HUNTER, KEITH RETIREMENT & SAVINGS PLAN | WAYZATA MN | 122 | $16.9M | $1.4M |
| 6 | LABATON KELLER SUCHAROW LLP LABATON KELLER SUCHAROW LLP 401(K) SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 167 | $51.5M | $1.0M |
| 7 | GEORGIA UROLOGY, P.A. GEORGIA UROLOGY, P.A. 401(K) SAVINGS PLAN | MCDONOUGH GA | 584 | $54.4M | $1.0M |
| 8 | KAHALA BRANDS, INC. KAHALA BRANDS 401(K) PLAN | SCOTTSDALE AZ | 423 | $32.9M | $319K |
| 9 | INFLIGHT, INC. INFLIGHT, INC 403(B) PLAN | RED HOOK NY | 208 | $1.8M | $22K |
