Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement 2015 Inv in their Schedule of Assets, totaling $2.0M 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 | LIFT-ALL COMPANY INC LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN | LANDISVILLE PA | 221 | $25.5M | $472K |
| 2 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $412K |
| 3 | TECH USA, LLC TECH USA, LLC 401 K PLAN |
MILLERSVILLE MD |
| 453 |
| $17.1M |
| $187K |
| 4 | CHECKERS DRIVE-IN RESTAURANTS, INC. CHECKERS DRIVE-IN RESTAURANTS, INC. 401(K) PLAN | TAMPA FL | 10,659 | $6.8M | $182K |
| 5 | REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN | EVERETT WA | 81 | $35.0M | $177K |
| 6 | CONSOLIDATED CRANE COMPANY, INC. CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN | HOUSTON TX | 114 | $6.0M | $174K |
| 7 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN | WILMINGTON OH | 546 | $34.5M | $126K |
| 8 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN | INDIANAPOLIS IN | 1,516 | $81.1M | $90K |
| 9 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 372 | $29.8M | $84K |
| 10 | MARS HOLDINGS, LLC MARS SUPER MARKETS, INC. 401(K) RETIREMENT PLAN | BALTIMORE MD | 13 | $20.7M | $67K |
