Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price Retirement 2015 Inv Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | CHANNELL COMMERCIAL CORPORATION CHANNELL COMMERCIAL CORPORATION 401(K) PLAN | ROCKWALL TX | 523 | $17.3M | $1.2M |
| 2 | WHITE'S FARM SUPPLY INC WHITE'S FARM SUPPLY INC EMPLOYEE'S PROFIT SHARING AND RETIREMENT PLAN | CANASTOTA NY | 112 | $10.1M | $768K |
| 3 | AER LINGUS LIMITED |
JERICHO NY |
| 76 |
| $25.6M |
| $629K |
| 4 | THE NORFOLK COMPANIES, INC. NORFOLK COMPANIES 401(K) PLAN | BRAINTREE MA | 199 | $12.8M | $401K |
| 5 | MOSAIC TECHNOLOGIES GROUP MOSAIC TECHNOLOGIES GROUP 401(K) PLAN | FULTON MD | 0 | $10.2M | $305K |
| 6 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $295K |
| 7 | SHARP TRANSIT, LLC SHARP TRANSIT, LLC EMPLOYEES 401(K) RETIREMENT PLAN | SALISBURY NC | 599 | $7.3M | $99K |
| 8 | KIRKPATRICK PRICE, INC. KIRKPATRICK PRICE, INC. 401(K) PLAN | NASHVILLE TN | 112 | $8.7M | $75K |
| 9 | ATHENIUM, LLC ATHENIUM ANALYTICS RETIREMENT PLAN | DOVER NH | 66 | $5.3M | $64K |
| 10 | SURVIVAL FLIGHT AIR AMBULANCE, LLC SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 623 | $14.5M | $56K |
