Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Retire 2015 in their Schedule of Assets, totaling $1.8M 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 | VANGUARD DIRECT, INC. VANGUARD DIRECT 401(K) RETIREMENT PLAN | NEW YORK NY | 133 | $24.7M | $464K |
| 2 | ANDERSON CONCRETE CORPORATION ANDERSON CONCRETE CORPORATION RETIREMENT SAVINGS PLAN AND TRUST | COLUMBUS OH | 193 | $29.2M | $410K |
| 3 | BUCKEYE READY-MIX, L.L.C. |
REYNOLDSBURG OH |
| 165 |
| $25.8M |
| $284K |
| 4 | COMPLETE OFFICE, LLC COMPLETE OFFICE 401(K) PLAN AND TRUST | GERMANTOWN WI | 1,245 | $73.9M | $277K |
| 5 | RAISING CANE'S USA, LLC RAISING CANE'S RETIREMENT SAVINGS PLAN | PLANO TX | 25,642 | $108.4M | $210K |
| 6 | HELIX ENERGY SOLUTIONS GROUP INC. HELIX ENERGY SOLUTIONS GROUP INC. EMPLOYEES' 401K SAVINGS PLAN | HOUSTON TX | 1,172 | $122.1M | $195K |
| 7 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 55 | $40.9M | $5K |
