Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding T.ROWE PRICE RETIREMENT 2015-R in their Schedule of Assets, totaling $5.1M 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 | CANIDAE, LLC. CANIDAE, LLC. 401(K) PROFIT SHARING PLAN | BROWNWOOD TX | 161 | $9.8M | $531K |
| 2 | CIRCLE AUTOMOTIVE GROUP, INC. CIRCLE AUTOMOTIVE GROUP, INC. 401(K) PLAN | SANTA ANA CA | 160 | $5.3M | $501K |
| 3 | FOUNDATION DENTAL PARTNERS GEORG FOUNDATION DENTAL PARTNERS GEORGIA PC 401K PLAN |
ALPHARETTA GA |
| 383 |
| $8.6M |
| $466K |
| 4 | ATOMIC CREDIT UNION, INC. ATOMIC CREDIT UNION, INC. 401(K) PLAN | PIKETON OH | 205 | $18.1M | $327K |
| 5 | HH HOLDINGS, INC. HH HOLDINGS, INC. 401(K) PLAN | KAILUA HI | 140 | $5.6M | $235K |
| 6 | M & B PRODUCTS INC M & B PRODUCTS INC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 218 | $1.7M | $175K |
| 7 | EMPLOYEE RETIREMENT PLAN EMPLOYEE RETIREMENT PLAN | RALEIGH NC | 172 | $15.9M | $174K |
| 8 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | MEDINA NY | 205 | $8.0M | $164K |
| 9 | NAVIKA CAPITAL GROUP, LLC NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 2,420 | $4.5M | $164K |
| 10 | EDUCATIONAL BUS TRANSPORTATION, EDUCATIONAL BUS TRANSPORTATION, INC. 401(K) PLAN | SPRING VALLEY NY | 1,502 | $13.9M | $141K |
