Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Ret 2050 I in their Schedule of Assets, totaling $8.3M 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 | COVENANT HOUSE COVENANT HOUSE SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,380 | $63.4M | $3.3M |
| 2 | MICROBAC LABORATORIES, INC MICROBAC LABORATORIES INC. RETIREMENT INCOME SAVINGS PLAN | CRANBERRY TOWNSHIP PA | 476 | $33.1M | $3.0M |
| 3 | BETHESDA ASSOCIATES BETHESDA 403B RETIREMENT PLAN |
COLORADO SPRINGS CO |
| 1,109 |
| $20.6M |
| $1.2M |
| 4 | ELY-BLOOMENSON COMMUNITY HOSPITAL ELY-BLOOMENSON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | ELY MN | 134 | $12.6M | $811K |