Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Rtmt 2055 Fund in their Schedule of Assets, totaling $11.3M 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 | SOUTHWEST COMMUNITY HEALTH SYSTEM SOUTHWEST MATCHING DEFINED CONTRIBUTION RETIREMENT PLAN | MIDDLEBURG HEIGHTS OH | 2,758 | $247.1M | $7.8M |
| 2 | OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. 401(K) PLAN | BLOOMINGTON MN | 275 | $79.8M | $2.4M |
| 3 | VTECH USA HOLDINGS, LLC |
TIGARD OR |
| 200 |
| $70.7M |
| $734K |
| 4 | INNOVANCE, INC. INNOVANCE, INC. 401(K) PLAN | ALBERT LEA MN | 377 | $34.1M | $289K |
