Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement I 2015 Fund Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | EMPIRE STATE REALTY OP, L.P. EMPIRE STATE REALTY TRUST 401(K) PLAN | NEW YORK NY | 235 | $41.6M | $969K |
| 2 | LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN | NEW YORK NY | 10 | $39.6M | $953K |
| 3 | THE NORDAM GROUP LLC |
TULSA OK |
| 1,511 |
| $251.4M |
| $660K |
