Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding t. rowe price retirement 2055 I in their Schedule of Assets, totaling $74.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPASS HEALTH, INC. COMPASS HEALTH, INC. 401(K) PLAN | CLINTON MO | 5,000 | $211.5M | $15.2M |
| 2 | XAD, INC. XAD, INC. 401(K) PLAN | NEW YORK NY | 182 | $29.6M | $5.4M |
| 3 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN |
FISHERSVILLE VA |
| 2,826 |
| $115.8M |
| $4.3M |
| 4 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $4.3M |
| 5 | PEOPLE, INC. PEOPLE, INC. 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 4,105 | $60.8M | $3.6M |
| 6 | BLUE CANYON TECHNOLOGIES, INC. BLUE CANYON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE CO | 426 | $39.5M | $3.0M |
| 7 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN | NEW YORK NY | 129 | $49.3M | $2.8M |
| 8 | GARDINER & THEOBALD INC. GARDINER & THEOBALD INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 254 | $22.7M | $2.3M |
| 9 | MANHARD CONSULTING, LTD. MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN | LINCOLNSHIRE IL | 328 | $36.0M | $2.1M |
| 10 | CENTERVIEW PARTNERS LLC CENTERVIEW PARTNERS LLC 401(K) PLAN | NEW YORK NY | 450 | $72.9M | $2.1M |
