Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T.Rowe Price Retirement I 2050 Mutual Fund in their Schedule of Assets, totaling $143.3M 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 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $135.9M |
| 2 | APR SUPPLY COMPANY APR SUPPLY CO. 401(K) PLAN | LEBANON PA | 437 | $30.2M | $2.0M |
| 3 | KIDNEY CARE SPECIALISTS, LLC |
BROOMALL PA |
| 155 |
| $56.2M |
| $1.8M |
| 4 | INTERMIX HOLDCO, LLC INTERMIX 401(K) PLAN | NEW YORK NY | 284 | $9.3M | $1.3M |
| 5 | LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 0 | $0 | $622K |
| 6 | OAKWOOD SCHOOL OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 220 | $63.2M | $489K |
| 7 | BREAN CAPITAL, LLC BREAN CAPITAL, LLC 401(K) PLAN | NEW YORK NY | 173 | $27.9M | $466K |
| 8 | E.D. BULLARD COMPANY E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN | LEXINGTON KY | 294 | $36.9M | $387K |
| 9 | NAVY-MARINE CORPS RELIEF SOCIETY NAVY-MARINE CORPS RELIEF SOCIETY 401(K) SAVINGS PLAN | ARLINGTON VA | 178 | $12.5M | $270K |
