Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding T. Rowe Price Retirement 2055 Inv in their Schedule of Assets, totaling $17.7M 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 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN | INDIANAPOLIS IN | 1,516 | $81.1M | $6.7M |
| 2 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN | WILMINGTON OH | 546 | $34.5M | $2.0M |
| 3 | ROBERT DIETRICK CO., INC. ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN |
FISHERS IN |
| 137 |
| $6.5M |
| $1.3M |
| 4 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 372 | $29.8M | $1.2M |
| 5 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $992K |
| 6 | HUDSON COUNTY MOTORS, INC. HUDSON COUNTY MOTORS, INC. 401(K) PLAN | SECAUCUS NJ | 109 | $8.6M | $748K |
| 7 | PISGAH LEGAL SERVICES PISGAH LEGAL SERVICES | ASHEVILLE NC | 124 | $8.0M | $692K |
| 8 | REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN | EVERETT WA | 81 | $35.0M | $662K |
| 9 | TECH USA, LLC TECH USA, LLC 401 K PLAN | MILLERSVILLE MD | 453 | $17.1M | $518K |
| 10 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | AUSTELL GA | 146 | $7.7M | $400K |
