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 I Fund Mutual fund in their Schedule of Assets, totaling $3.4M 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 | SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | DANIA BEACH FL | 9,129 | $295.8M | $1.5M |
| 2 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN | SECAUCUS NJ | 333 | $14.1M | $875K |
| 3 | SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. PILOTS' RETIREMENT SAVINGS PLAN |
DANIA BEACH FL |
| 3,199 |
| $1.2B |
| $636K |
| 4 | TRI TOOL INC. TRI TOOL INC. 401(K) PLAN | RANCHO CORDOVA CA | 102 | $13.4M | $424K |
