Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T.Rowe Price Retirement I 2055 I " in their Schedule of Assets, totaling $33.9M 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 | AMB GROUP, LLC BFOB 401(K) PLAN | ATLANTA GA | 1,417 | $78.9M | $5.4M |
| 2 | DEBORAH HEART & LUNG CENTER DEBORAH HEART AND LUNG CENTER 401(K) PLAN | BROWNS MILLS NJ | 1,157 | $143.1M | $5.4M |
| 3 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN |
BOSTON MA |
| 210 |
| $112.5M |
| $4.1M |
| 4 | ARJO INC. ARJO INC. 401(K) PLAN | ADDISON IL | 861 | $112.6M | $3.1M |
| 5 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $2.5M |
| 6 | PUREWEST RESOURCES, INC. PUREWEST 401(K) PLAN | DENVER CO | 184 | $49.2M | $2.4M |
| 7 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN | HOLMDEL NJ | 707 | $105.9M | $1.9M |
| 8 | SEMRUSH, INC. SEMRUSH, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 324 | $16.2M | $1.8M |
| 9 | CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN | HADDON HEIGHTS NJ | 192 | $63.1M | $1.4M |
| 10 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | COON RAPIDS MN | 263 | $91.7M | $1.4M |
