Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement 2055 Fund Advisor Class Mutual Fund ^ in their Schedule of Assets, totaling $8.9M 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 | MIZUHO ORTHOPEDIC SYSTEMS, INC MIZUHO OSI 401(K) SAVINGS PLAN | UNION CITY CA | 509 | $78.0M | $3.0M |
| 2 | LIFEMOVES LIFEMOVES 401(K) PLAN | SANTA CLARA CA | 428 | $11.7M | $2.6M |
| 3 | OLLIE'S BARGAIN OUTLET, INC. OLLIE'S BARGAIN OUTLET, INC. 401(K) RETIREMENT PLAN |
HARRISBURG PA |
| 7,389 |
| $36.9M |
| $1.5M |
| 4 | FUSCOE ENGINEERING INC FUSCOE ENGINEERING, INC. 401K PROFIT SHARING PLAN & TRUST | IRVINE CA | 154 | $36.9M | $1.4M |
| 5 | WORLDWIDE TRAVEL STAFFING LIMI WORLDWIDE TRAVEL STAFFING LIMI 401(K) PROFIT SHARING PLAN & TRUST | TONAWANDA NY | 785 | $17.5M | $358K |
