Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement I 2055 Fund I Class Mutual fund in their Schedule of Assets, totaling $11.9M 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 | ADVANTEST AMERICA, INC. ADVANTEST AMERICA, INC. SAVING PLAN | SAN JOSE CA | 1,297 | $450.2M | $8.3M |
| 2 | COLUMBUS ORTHOPAEDIC CLINIC, P.A. COLUMBUS ORTHOPAEDIC CLINIC, P. A. 401(K) PLAN | COLUMBUS MS | 110 | $9.7M | $1.6M |
| 3 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING |
HAYWARD CA |
| 173 |
| $31.4M |
| $1.3M |
| 4 | RLJ LODGING TRUST, L.P. RLJ LODGING TRUST, L.P. 401(K) PLAN | BETHESDA MD | 72 | $25.4M | $480K |
| 5 | TEXAS SCENIC COMPANY, INC TEXAS SCENIC COMPANY, INC. 401(K) PLAN | SAN ANTONIO TX | 168 | $8.5M | $86K |
| 6 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $59K |
