Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Ret 2015 I Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | COLORADO CHRISTIAN UNIVERSITY COLORADO CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN | LAKEWOOD CO | 1,160 | $46.9M | $540K |
| 2 | HEARTLAND ALLIANCE HEALTH HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN | CHICAGO IL | 116 | $6.8M | $271K |
| 3 | BTIG, LLC BTIG, LLC 401(K) PLAN |
SAN FRANCISCO CA |
| 585 |
| $142.2M |
| $200K |
| 4 | TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND OKLAHOMA STATE PIPE TRADES ANNUITY FUND | TULSA OK | 2,257 | $93.2M | $21K |
| 5 | APPLUS APPLUS EMPLOYEE 401(K) RETIREMENT PLAN | TROY MI | 289 | $12.5M | $12K |
