Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding T.Rowe Price Retirement 2015 Mutual fund in their Schedule of Assets, totaling $7.4M 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 | ARGUS MANAGEMENT COMPANY LLC PROHEALTH PARTNERS/ARGUS MEDICAL MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN | CYPRESS CA | 677 | $58.2M | $1.3M |
| 2 | IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401(K) PLAN | WATSEKA IL | 321 | $14.9M | $786K |
| 3 | REDDING RANCHERIA |
REDDING CA |
| 419 |
| $25.6M |
| $709K |
| 4 | UNITED FORMING, INC. UNITED FORMING, INC. 401(K) PSP | AUSTELL GA | 126 | $16.3M | $548K |
| 5 | ALLIED TELESIS, INC. ALLIED TELESIS 401(K) PLAN | SAN JOSE CA | 178 | $51.6M | $534K |
| 6 | REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT MO | 830 | $27.6M | $380K |
| 7 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $359K |
| 8 | EMI INDUSTRIES LLC EMI INDUSTRIES, LLC 401(K) & BONUS PLAN | TAMPA FL | 317 | $17.9M | $269K |
| 9 | ALLIANCE INSPECTION MANAGEMENT, LLC ALLIANCE INSPECTION MANAGEMENT, LLC 401(K) PLAN | LONG BEACH CA | 896 | $29.1M | $263K |
| 10 | RITE-SOLUTIONS, INC. RITE-SOLUTIONS SAVINGS & INVESTMENT PLAN | PAWCATUCK CT | 477 | $63.8M | $237K |
