Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Retirement 2055 N/R* in their Schedule of Assets, totaling $9.6M 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 | TOTAL ADMINISTRATIVE SERVICES CORPORATION TASC 401(K) PLAN | MADISON WI | 687 | $72.5M | $4.9M |
| 2 | FIRST CITIZENS COMMUNITY BANK FIRST CITIZENS COMMUNITY BANK PROFIT SHARING PLAN | MANSFIELD PA | 407 | $43.0M | $1.1M |
| 3 | THE TIME GROUP, INC. THE TIME GROUP 401(K) PLAN |
OWINGS MILLS MD |
| 487 |
| $18.6M |
| $985K |
| 4 | BURROUGHS, INC. BURROUGHS 401(K) PLAN | FARMINGTON HILLS MI | 575 | $42.8M | $847K |
| 5 | AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT ATD 403(B) EMPLOYEE SAVINGS PLAN | ALEXANDRIA VA | 166 | $31.1M | $841K |
| 6 | THE MATHENY SCHOOL AND HOSPITAL, LNC. THE MATHENY SCHOOL AND HOSPITAL MATCHED SAVINGS RETIREMENT PLAN | PEAPACK NJ | 635 | $52.3M | $715K |
| 7 | COMMUNITY BANK COMMUNITY BANK 401K PROFIT SHARING PLAN | WAYNESBURG PA | 147 | $17.9M | $208K |
