Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price RETIREMENT I 2015 I CLASS in their Schedule of Assets, totaling $3.9M 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 | CAROMONT HEALTH, INC. CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN | GASTONIA NC | 5,245 | $510.8M | $3.9M |
| 2 | MARSHALL B. KETCHUM UNIVERSITY MBKU 403(B) VOLUNTARY RETIREMENT PLAN | FULLERTON CA | 242 | $25.4M | $48K |
