Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 75 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2015 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 OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $8.4M |
| 2 | SILVER CROSS HOSPITAL & MEDICAL CENTERS SILVER CROSS HOSPITAL & MEDICAL CENTERS EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | NEW LENOX IL | 3,336 | $294.9M | $4.3M |
| 3 | POWELL INDUSTRIES, INC. |
HOUSTON TX |
| 2,164 |
| $252.3M |
| $2.5M |
| 4 | MERCURY SYSTEMS, INC. MERCURY EMPLOYEES RETIREMENT INVESTMENT TRUST | ANDOVER MA | 2,246 | $475.6M | $2.5M |
| 5 | AVNET, INC. AVNET 401(K) PLAN | PHOENIX AZ | 2,753 | $624.3M | $2.1M |
| 6 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $1.9M |
| 7 | ASSOC OF THE UNITED STATES ARMY INC ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN | ARLINGTON VA | 87 | $25.4M | $1.8M |
| 8 | DESILVA GATES CONTRUCTION, LP ODS RETIREMENT PLAN | DUBLIN CA | 312 | $89.6M | $1.6M |
| 9 | OIL STATES INTERNATIONAL, INC. OIL STATES INTERNATIONAL, INC. RETIREMENT PLAN | HOUSTON TX | 1,613 | $252.8M | $1.4M |
| 10 | PANDUIT CORP. PANDUIT 401(K) AND PROFIT SHARING PLAN | TINLEY PARK IL | 1,550 | $692.2M | $1.2M |
