Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Ret 2015 I in their Schedule of Assets, totaling $31.5M 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $26.0M |
| 2 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 731 | $163.4M | $1.2M |
| 3 | ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH |
SARANAC LAKE NY |
| 837 |
| $102.1M |
| $993K |
| 4 | EILEEN FISHER, INC. EILEEN FISHER, INC. 401(K) EMPLOYEE SAVINGS PLAN | IRVINGTON NY | 842 | $92.9M | $990K |
| 5 | A.L. SCHUTZMAN COMPANY A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN | WAUKESHA WI | 113 | $8.2M | $911K |
| 6 | THE WASHINGTON HOSPITAL THE WASHINGTON HOSPITAL RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 1,554 | $119.8M | $417K |
| 7 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN | KENOSHA WI | 2,347 | $89.2M | $333K |
| 8 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | KENOSHA WI | 2,131 | $30.2M | $290K |
| 9 | ST. JOSEPH HOSPITAL CORPORATE SERVICES, INC. ST. JOSEPH CORPORATE SERVICES 401(K) PLAN | NASHUA NH | 10 | $30.5M | $203K |
| 10 | MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE DEFINED CONTRIBUTION PLAN | BALTIMORE MD | 294 | $28.2M | $148K |
