Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Retirement I 2015 I Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $1.1M |
| 2 | REGAL WARE, INC. REGAL CONSOLIDATED PROFIT SHARING TRUST | MILWAUKEE WI | — | $40.2M | $850K |
| 3 | REGAL WARE, INC. REGAL WARE, INC. PROFIT SHARING PLAN |
MILWAUKEE WI |
| 105 |
| $25.6M |
| $542K |
| 4 | REGAL WARE, INC. REGAL WARE, INC. BARGAINING UNIT EMPLOYEES' PROFIT SHARING PLAN | MILWAUKEE WI | 125 | $14.6M | $308K |
| 5 | EL MONTE RENTS, INC. TOURISM HOLDINGS USA, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 220 | $10.2M | $254K |
| 6 | BORDER FOODS, LLC. BORDER FOODS, LLC. 401(K) PLAN | NEW HOPE MN | 2,925 | $21.0M | $153K |
| 7 | BEMIS ASSOCIATES, INC. BEMIS ASSOCIATES, INC. EMPLOYEE DEFERRED SAVINGS PLAN | SHIRLEY MA | 177 | $57.0M | $141K |
| 8 | HPS INVESTMENT PARTNERS, LLC HPS INVESTMENT PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 616 | $102.5M | $6K |
| 9 | JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON MA | 208 | $8.1M | $2K |
| 10 | BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | PEMBROKE PINES FL | 5,190 | $154.0M | $801 |
