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 2055 I in their Schedule of Assets, totaling $4.0M 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 | COVENANT HOUSE COVENANT HOUSE SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,380 | $63.4M | $2.1M |
| 2 | BETHESDA ASSOCIATES BETHESDA 403B RETIREMENT PLAN | COLORADO SPRINGS CO | 1,109 | $20.6M | $880K |
| 3 | ELY-BLOOMENSON COMMUNITY HOSPITAL ELY-BLOOMENSON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN |
ELY MN |
| 134 |
| $12.6M |
| $558K |
| 4 | MICROBAC LABORATORIES, INC MICROBAC LABORATORIES INC. RETIREMENT INCOME SAVINGS PLAN | CRANBERRY TOWNSHIP PA | 476 | $33.1M | $530K |
