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 Registered investment company in their Schedule of Assets, totaling $22.7M 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 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN | MT. VIEW CA | 4,437 | $976.1M | $9.8M |
| 2 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN | WASHINGTON DC | 143 | $85.3M | $5.1M |
| 3 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT |
HAMILTON NY |
| 1,002 |
| $567.8M |
| $5.0M |
| 4 | CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM UT | 3,752 | $326.3M | $1.1M |
| 5 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS TX | 484 | $224.8M | $691K |
| 6 | JONES MEMORIAL HOSPITAL JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN | WELLSVILLE NY | 528 | $10.5M | $264K |
| 7 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST | MENDOTA HEIGHTS MN | 1,387 | $26.6M | $170K |
| 8 | THE WM GEORGE AGENCY FOR CHILD SVCS THE WILLIAM GEORGE AGENCY FOR CHILDREN'S SERVICES, INC. RETIREMENT PLAN | FREEVILLE NY | 373 | $16.9M | $144K |
| 9 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $103K |
| 10 | VECIMA TECHNOLOGY INC. VECIMA TECHNOLOGY INC. RETIREMENT SAVINGS PLAN | DULUTH GA | 165 | $28.6M | $96K |
