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 2050 Class I Mutual fund in their Schedule of Assets, totaling $16.0M 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 | SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION LAKE CHARLES MEMORIAL HEALTH SYSTEM 403(B) PLAN | LAKE CHARLES LA | 2,772 | $109.9M | $8.3M |
| 2 | SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION LAKE CHARLES MEMORIAL HEALTH SYSTEM RETIREMENT PLAN | LAKE CHARLES LA | 2,109 | $51.7M | $3.4M |
| 3 | OPEN SKY COMMUNITY SERVICES, INC. |
WORCESTER MA |
| 1,379 |
| $34.4M |
| $3.2M |
| 4 | BRIGHTON CENTER, INC. BRIGHTON CENTER, INC. EMPLOYEE PENSION PLAN | NEWPORT KY | 156 | $7.5M | $1.0M |
