Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding TRwPr Retirement 2065 Fund I Registered Investment Company in their Schedule of Assets, totaling $6.6M 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 | BEUSA ENERGY, LLC BEUSA ENERGY 401(K) PLAN | THE WOODLANDS TX | 1,191 | $69.0M | $2.3M |
| 2 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE | ALBANY NY | 1,887 | $106.3M | $459K |
| 3 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN |
WEST ALLIS WI |
| 840 |
| $28.4M |
| $445K |
| 4 | TITUS-WILL TITUS-WILL RETIREMENT SAVINGS PLAN | TACOMA WA | 512 | $37.1M | $428K |
| 5 | DALBY, WENDLAND AND COMPANY, P. C. DALBY, WENDLAND AND COMPANY, P. C. SALARY | GRAND JUNCTION CO | 96 | $17.3M | $364K |
| 6 | EUCLID INSURANCE SERVICES, INC. EUCLID INSURANCE SERVICES, INC. 401K PLAN | ITASCA IL | 175 | $33.2M | $355K |
| 7 | WEIRTON MEDICAL CENTER WEIRTON MEDICAL CENTER SUPPLEMENTAL RETIREMENT INCOME PLAN | WEIRTON WV | 1,341 | $60.6M | $248K |
| 8 | BLUE ACORN ICI, INC. BLUE ACORN ICI, INC. 401(K) PLAN | RALEIGH NC | 172 | $17.1M | $225K |
| 9 | REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT MO | 830 | $27.6M | $221K |
| 10 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $185K |
