Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2015 Fund; I Class Mutual Fund in their Schedule of Assets, totaling $42.0M 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 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $40.3M |
| 2 | COGNEX CORPORATION COGNEX CORPORATION EMPLOYEE SAVINGS PLAN | NATICK MA | 981 | $259.7M | $560K |
| 3 | TREASURE BAY LLC TREASURE BAY LLC 401(K) PLAN |
BILOXI MS |
| 897 |
| $13.9M |
| $533K |
| 4 | BAKOTIC PATHOLOGY ASSOCIATES, LLC BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 205 | $11.2M | $226K |
| 5 | DELINEA INC. DELINEA INC. 401(K) PLAN | SAN FRANCISCO CA | 724 | $78.2M | $179K |
| 6 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $152K |
| 7 | FRESCO RETAIL GROUP LLC FRESCO 401(K) PLAN | HIALEAH FL | 2,311 | $15.7M | $77K |
| 8 | CARING HEARTS HEALTH CARE SERV CARING HEARTS HEALTH CARE SERV 401(K) PROFIT SHARING PLAN & TRUST | COLLINGDALE PA | 209 | $233K | $2K |
