Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement I 2045 Fund Mutual fund in their Schedule of Assets, totaling $18.4M 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 | THE NORDAM GROUP LLC THE NORDAM GROUP LLC 401(K) RETIREMENT PLAN | TULSA OK | 1,511 | $251.4M | $16.4M |
| 2 | EMPIRE STATE REALTY OP, L.P. EMPIRE STATE REALTY TRUST 401(K) PLAN | NEW YORK NY | 235 | $41.6M | $1.6M |
| 3 | EMS-CHEMIE (NORTH AMERICA) INC EMS-CHEMIE (NORTH AMERICA) INC. RETIREMENT PLAN |
SUMTER SC |
| 142 |
| $24.2M |
| $409K |
| 4 | STERN & EISENBERG, PC STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST | WARRINGTON PA | 98 | $5.7M | $20K |
