Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding t. rowe price retirement 2050 I in their Schedule of Assets, totaling $112.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPASS HEALTH, INC. COMPASS HEALTH, INC. 401(K) PLAN | CLINTON MO | 5,000 | $211.5M | $13.4M |
| 2 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $10.3M |
| 3 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN |
FISHERSVILLE VA |
| 2,826 |
| $115.8M |
| $8.0M |
| 4 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | HORSHAM PA | 462 | $81.0M | $7.7M |
| 5 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN | NEW YORK NY | 129 | $49.3M | $6.6M |
| 6 | BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN CORNELL-HART PENSION PLAN | PORTLAND OR | 1,685 | $101.9M | $5.1M |
| 7 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | INDIANAPOLIS IN | 216 | $26.2M | $4.3M |
| 8 | PEOPLE, INC. PEOPLE, INC. 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 4,105 | $60.8M | $3.8M |
| 9 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $3.7M |
| 10 | BAY PATH UNIVERSITY BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN | LONGMEADOW MA | 1,117 | $67.3M | $3.4M |
