Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding T.Rowe Price Retirement 2015 I in their Schedule of Assets, totaling $11.0M 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 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $1.9M |
| 2 | BAY PATH UNIVERSITY BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN | LONGMEADOW MA | 1,117 | $67.3M | $1.5M |
| 3 | COMPASS HEALTH, INC. |
CLINTON MO |
| 5,000 |
| $211.5M |
| $1.3M |
| 4 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $1.0M |
| 5 | PEOPLE, INC. PEOPLE, INC. 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 4,105 | $60.8M | $969K |
| 6 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $784K |
| 7 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $495K |
| 8 | PLUMBERS & PIPEFITTERS LOCAL NO.45 UNION NO. 45 RETIREMENT PLAN PLUMBERS & PIPEFITTERS LOCAL NO. 45 RETIREMENT SAVINGS PLAN | ST. JOSEPH MO | 195 | $12.2M | $465K |
| 9 | FIRSTBANK FIRSTBANK 401(K) PLAN | ANTLERS OK | 162 | $8.6M | $381K |
| 10 | MANHARD CONSULTING, LTD. MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN | LINCOLNSHIRE IL | 328 | $36.0M | $344K |
