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 Retirement 2015 Fund I in their Schedule of Assets, totaling $3.9M 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 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS WA | 632 | $92.8M | $1.1M |
| 2 | LIVANOVA USA, INC. LIVANOVA US EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,224 | $257.4M | $994K |
| 3 | ST. JOHN'S RIVERSIDE HOSPITAL |
YONKERS NY |
| 2,455 |
| $218.3M |
| $922K |
| 4 | BEACH FORD, INC. BEACH FORD, INC. RETIREMENT SAVINGS PLAN AND TRUST | VIRGINIA BEACH VA | 269 | $18.6M | $497K |
| 5 | TURTLE WAX, INC. TURTLE WAX RETIREMENT SAVINGS PLAN | LOMBARD IL | 66 | $23.9M | $153K |
| 6 | RAY GRAHAM ASSOCIATION FOR PEOPLE WITH DISABILITIES RAY GRAHAM ASSOC. FOR PEOPLE WITH DISABILITIES 403B PLAN | LISLE IL | 235 | $8.7M | $113K |
| 7 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $81K |
