Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T.Rowe Price Retirement I 2055 I Mutual Fund in their Schedule of Assets, totaling $42.8M 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 | $20.8M |
| 2 | HPS INVESTMENT PARTNERS, LLC HPS INVESTMENT PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 616 | $102.5M | $5.0M |
| 3 | BEMIS ASSOCIATES, INC. BEMIS ASSOCIATES, INC. EMPLOYEE DEFERRED SAVINGS PLAN |
SHIRLEY MA |
| 177 |
| $57.0M |
| $3.5M |
| 4 | PSG EQUITY L.L.C. PSG EQUITY L.L.C. 401(K) PLAN | BOSTON MA | 187 | $42.6M | $3.4M |
| 5 | PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L.L.C. 401(K) PLAN | PROVIDENCE RI | 104 | $124.6M | $2.7M |
| 6 | GEORGIA AQUARIUM, INC. GEORGIA AQUARIUM, INC. 401(K) PLAN | ATLANTA GA | 577 | $21.5M | $1.6M |
| 7 | BORDER FOODS, LLC. BORDER FOODS, LLC. 401(K) PLAN | NEW HOPE MN | 2,925 | $21.0M | $1.4M |
| 8 | REGAL WARE, INC. REGAL CONSOLIDATED PROFIT SHARING TRUST | MILWAUKEE WI | — | $40.2M | $1.0M |
| 9 | BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | PEMBROKE PINES FL | 5,190 | $154.0M | $690K |
| 10 | REGAL WARE, INC. REGAL WARE, INC. PROFIT SHARING PLAN | MILWAUKEE WI | 105 | $25.6M | $641K |
