Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2055 Fund Mutual Fund N/A in their Schedule of Assets, totaling $7.8M 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 | WINONA HEALTH SERVICES WINONA HEALTH EMPLOYEES' RETIREMENT PLAN | WINONA MN | 937 | $96.7M | $2.2M |
| 2 | MINNWEST CORPORATION MINNWEST CORPORATION 401(K) PLAN | MINNETONKA MN | 404 | $72.5M | $2.0M |
| 3 | UNITED ELECTRIC CONTROLS COMPANY UNITED ELECTRIC CONTROLS 401(K) PLAN |
WATERTOWN MA |
| 233 |
| $55.6M |
| $1.3M |
| 4 | AMERICAN WATER WORKS ASSOCIATION AMERICAN WATER WORKS ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 141 | $32.7M | $999K |
| 5 | GALLEGOS UNITED UNITED COLLECTIVE 401(K) PLAN | HUNTINGTON BEACH CA | 121 | $7.9M | $466K |
| 6 | HOLIEN, INC. DBA ANZA, INCORPORATED ANZA 401K RETIREMENT SAVINGS PLAN | WATERTOWN SD | 362 | $14.0M | $435K |
| 7 | BLOOMINGTON MEDICAL SERVICES, LLC BLOOMINGTON MEDICAL SERVICES, LLC 401(K) PLAN | WOOSTER OH | 174 | $13.3M | $202K |
| 8 | HAWLEY TROXELL ENNIS & HAWLEY LLP HAWLEY TROXELL 401(K) PLAN | BOISE ID | 156 | $56.7M | $150K |
