Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2055 R Pooled separate account in their Schedule of Assets, totaling $2.4M 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 | SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH | FARGO ND | 105 | $11.2M | $1.8M |
| 2 | SETAI HOTEL ACQUISITION, LLC THE SETAI 401(K) PLAN | COLFAX LA | 279 | $6.9M | $180K |
| 3 | PLATINUM SECURITY, INC. PLATINUM SECURITY EMPLOYEE BENEFIT PLAN |
LOS ANGELES CA |
| 243 |
| $565K |
| $136K |
| 4 | A S I SYSTEM INTEGRATION INC A S I SYSTEM INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | PORT WASHINGTON NY | 389 | $9.3M | $111K |
| 5 | HEALTH HOLDINGS COMPANY, LLC HEALTH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | CORAL GABLES FL | 475 | $2.5M | $74K |
| 6 | FREDERIC L. CHAMBERLAIN CENTER, INC. F.L. CHAMBERLAIN SCHOOL RETIREMENT PLAN | MIDDLEBOROUGH MA | 70 | $1.7M | $43K |
