Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T.Rowe Price Retirement 2015 I Class in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHNSTECH INTERNATIONAL, CORPORATION JOHNSTECH INTERNATIONAL 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 80 | $23.2M | $1.3M |
| 2 | NEW YORK ATHLETIC CLUB NEW YORK ATHLETIC CLUB 401(K) SAVINGS PLAN | NEW YORK NY | 156 | $18.1M | $480K |
| 3 | SPOKANE UNITED METHODIST HOMES, INC |
SPOKANE WA |
| 472 |
| $15.1M |
| $439K |
| 4 | BAYBERRY FINANCIAL SERVICES CORPORATION THE 401(K) RETIREMENT PLAN | SEABROOK NH | 72 | $16.2M | $295K |
| 5 | KARCHER NORTH AMERICA, INC KARCHER NORTH AMERICA, INC. 401(K) SAVINGS PLAN | AURORA CO | 699 | $67.7M | $233K |
| 6 | GA TELESIS, LLC GA TELESIS, LLC PROFIT SHARING PLAN | FORT LAUDERDALE FL | 463 | $22.7M | $226K |
| 7 | DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS TN | 573 | $28.8M | $197K |
| 8 | METLIFE LEGAL PLANS, INC. METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 273 | $16.6M | $188K |
| 9 | SANTA CRUZ COUNTY BANK SANTA CRUZ COUNTY BANK RETIREMENT TRUST | SANTA CRUZ CA | 220 | $18.8M | $68K |
| 10 | SMT, INC. THE RISE COMPANIES 401(K) PLAN | RALEIGH NC | 515 | $12.0M | $57K |
