Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding T. Rowe Price Retirement 2055 I Mutual fund - in their Schedule of Assets, totaling $33.2M 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 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $11.2M |
| 2 | FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN TN | 2,730 | $19.7M | $2.6M |
| 3 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN |
ROSEVILLE MN |
| 1,238 |
| $137.6M |
| $2.4M |
| 4 | ANKROM MOISAN ARCHITECTS INC ANKROM MOISAN ARCHITECTS 401(K) PLAN | PORTLAND OR | 146 | $28.2M | $2.4M |
| 5 | MASSACHUSETTS AUDUBON SOCIETY, INC. MASSACHUSETTS AUDUBON SOCIETY 403(B) RETIREMENT SAVINGS PLAN | LINCOLN MA | 639 | $55.1M | $2.2M |
| 6 | ATLAS SAND COMPANY, LLC ATLAS SAND COMPANY, LLC 401(K) PLAN | AUSTIN TX | 1,084 | $13.0M | $1.5M |
| 7 | NORWICH ORTHOPEDIC GROUP, P.C. ORTHOPEDIC PARTNERS 401(K) PROFIT SHARING PLAN | NORTH FRANKLIN CT | 123 | $32.8M | $1.5M |
| 8 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $1.4M |
| 9 | LIVEACTION, INC. LIVEACTION 401(K) PLAN | CAMPBELL CA | 82 | $15.7M | $1.3M |
| 10 | LIFESHARE NETWORK, INC. LIFESHARE NETWORK, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 202 | $21.3M | $1.0M |
