Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T.Rowe Price Retirement 2055 Registered Investment Company in their Schedule of Assets, totaling $58.2M 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 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN | MT. VIEW CA | 4,437 | $976.1M | $31.6M |
| 2 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $9.5M |
| 3 | GORDON REES SCULLY MANSUKHANI, LLP GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN |
WALNUT CREEK CA |
| 2,831 |
| $449.5M |
| $4.0M |
| 4 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS TX | 484 | $224.8M | $3.4M |
| 5 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $1.8M |
| 6 | ANAPTYSBIO, INC. ANAPTYSBIO, INC. 401(K) PLAN | SAN DIEGO CA | 137 | $21.5M | $1.4M |
| 7 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $1.0M |
| 8 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN | WASHINGTON DC | 143 | $85.3M | $916K |
| 9 | A.B. DATA, LTD. A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN | MILWAUKEE WI | 267 | $22.2M | $881K |
| 10 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $698K |
