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 Inv Mutual fund in their Schedule of Assets, totaling $21.6M 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 | VISIONIST, INC VISIONIST, INC. 401(K) PLAN | COLUMBIA MD | 153 | $50.1M | $3.4M |
| 2 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $2.3M |
| 3 | LEAFLY HOLDINGS, INC. LEAFLY HOLDINGS RETIREMENT PLAN |
| 194 |
| $8.9M |
| $2.0M |
| 4 | CRAYON INC. CRAYON 401(K) PLAN | BOSTON MA | 55 | $6.7M | $1.8M |
| 5 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN | RENO NV | 485 | $20.2M | $1.8M |
| 6 | APPLIED CONTROL ENGINEERING INC APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN | NEWARK DE | 199 | $35.4M | $1.4M |
| 7 | EXZAC, INC. EXZAC, INC RETIREMENT PLAN | JERSEY CITY NJ | 139 | $14.5M | $1.4M |
| 8 | ATHENIUM, LLC ATHENIUM ANALYTICS RETIREMENT PLAN | DOVER NH | 66 | $5.3M | $1.2M |
| 9 | SURVIVAL FLIGHT AIR AMBULANCE, LLC SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 623 | $14.5M | $1.1M |
| 10 | BAUER EQUITY PARTNERS BAUER EQUITY PARTNERS 401(K) PLAN | SAINT LOUIS MO | 161 | $3.9M | $950K |
