Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement 2015 Fund Mutual Fund N/A in their Schedule of Assets, totaling $2.4M 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 | HAWLEY TROXELL ENNIS & HAWLEY LLP HAWLEY TROXELL 401(K) PLAN | BOISE ID | 156 | $56.7M | $1.3M |
| 2 | WINONA HEALTH SERVICES WINONA HEALTH EMPLOYEES' RETIREMENT PLAN | WINONA MN | 937 | $96.7M | $739K |
| 3 | MINNWEST CORPORATION MINNWEST CORPORATION 401(K) PLAN |
MINNETONKA MN |
| 404 |
| $72.5M |
| $218K |
| 4 | UNITED ELECTRIC CONTROLS COMPANY UNITED ELECTRIC CONTROLS 401(K) PLAN | WATERTOWN MA | 233 | $55.6M | $93K |
