Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Retirement 2015 Fund Registered investment company in their Schedule of Assets, totaling $2.8M 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 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $1.4M |
| 2 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN | LEBANON NH | 387 | $76.2M | $667K |
| 3 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN |
ROCHESTER NY |
| 1,222 |
| $197.7M |
| $347K |
| 4 | SAGENET LLC SAGENET 401(K) PLAN | TULSA OK | 447 | $69.4M | $226K |
| 5 | KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA WA | 230 | $19.5M | $103K |
| 6 | WIDEORBIT LLC WIDEORBIT LLC 401(K) PLAN | NEW YORK NY | 339 | $81.4M | $58K |
| 7 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $28K |
| 8 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $15K |
| 9 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $14K |
| 10 | ORSINI PHARMACEUTICAL SERVICES, LLC THE ORSINI GROUP 401(K) | ELK GROVE VILLAGE IL | 370 | $7.6M | $8K |
