Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2055 Fund; Advisor in their Schedule of Assets, totaling $8.0M 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 | MCLAUGHLIN RESEARCH CORPORATION MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN | MIDDLETOWN RI | 496 | $68.3M | $2.9M |
| 2 | KLEINER PERKINS CAUFIELD & BYERS, LLC KPCB ASSOCIATES DEFERRED SAVINGS PLAN | MENLO PARK CA | 50 | $22.9M | $1.7M |
| 3 | DIALOGDIRECT, INC. QUALFON/DIALOG DIRECT 401K PLAN |
HIGHLAND PARK MI |
| 3,089 |
| $55.7M |
| $1.5M |
| 4 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $844K |
| 5 | IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA PA | 341 | $41.9M | $735K |
| 6 | BASIC COMMERCE & INDUSTRIES, INC. BCI, INC. 401(K) PROFIT SHARING PLAN | MOORESTOWN NJ | 181 | $61.8M | $325K |
