Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T. Rowe Price Retirement 2055 Fund Registered investment company in their Schedule of Assets, totaling $30.2M 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 | FOUNDATION HEALTH PARTNERS FOUNDATION HEALTH PARTNERS 401(K) PLAN | FAIRBANKS AK | 1,911 | $211.9M | $7.4M |
| 2 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN | LEBANON NH | 387 | $76.2M | $4.2M |
| 3 | WIDEORBIT LLC WIDEORBIT LLC 401(K) PLAN |
NEW YORK NY |
| 339 |
| $81.4M |
| $3.0M |
| 4 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $2.7M |
| 5 | PROPELLER PROPELLER 401(K) PROFIT SHARING PLAN TRUST | PORTLAND OR | 145 | $22.5M | $2.6M |
| 6 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $2.5M |
| 7 | SAGENET LLC SAGENET 401(K) PLAN | TULSA OK | 447 | $69.4M | $1.6M |
| 8 | HARBISONWALKER INTERNATIONAL, INC. HARBISONWALKER INTERNATIONAL 401(K) PLAN | PITTSBURGH PA | 939 | $127.3M | $1.6M |
| 9 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $1.3M |
| 10 | PROTAGONIST THERAPEUTICS, INC. PROTAGONIST THERAPEUTICS, INC. 401(K) PLAN | NEWARK CA | 118 | $20.1M | $805K |
