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 N/R* in their Schedule of Assets, totaling $1.3M 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 | TOTAL ADMINISTRATIVE SERVICES CORPORATION TASC 401(K) PLAN | MADISON WI | 687 | $72.5M | $708K |
| 2 | BURROUGHS, INC. BURROUGHS 401(K) PLAN | FARMINGTON HILLS MI | 575 | $42.8M | $396K |
| 3 | FIRST CITIZENS COMMUNITY BANK FIRST CITIZENS COMMUNITY BANK PROFIT SHARING PLAN |
MANSFIELD PA |
| 407 |
| $43.0M |
| $198K |
| 4 | THE TIME GROUP, INC. THE TIME GROUP 401(K) PLAN | OWINGS MILLS MD | 487 | $18.6M | $32K |
