Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2015 I in their Schedule of Assets, totaling $9.7M 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 | NORTHWEST HOSPITAL CENTER, INC. NORTHWEST HOSPITAL CENTER, INC. MONEY PURCHASE PENSION PLAN AND TRUST | OWINGS MILLS MD | 887 | $55.8M | $4.1M |
| 2 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $1.3M |
| 3 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER |
LOS ANGELES CA |
| 1,394 |
| $133.7M |
| $1.0M |
| 4 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN | ADA OK | 593 | $46.0M | $925K |
| 5 | NORTH COUNTRY HEALTH SYSTEM, INC. NORTH COUNTRY HEALTH SYSTEM, INC. CONTRIBUTORY TAX SHELTERED RETIREMENT PLAN | NEWPORT VT | 626 | $74.0M | $720K |
| 6 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $583K |
| 7 | FIRST STATE HOLDING CO. FIRST STATE HOLDING CO. 401(K) RETIREMENT PLAN | LINCOLN NE | 141 | $16.4M | $578K |
| 8 | EDF TRADING NORTH AMERICA, LLC EDF TRADING, N.A. 401(K) PLAN | HOUSTON TX | 268 | $89.3M | $134K |
| 9 | TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | LAKE BLUFF IL | 230 | $43.8M | $90K |
| 10 | INNOVU, INC. INNOVU, INC. 401(K) & PROFIT SHARING PLAN | PITTSBURGH PA | 86 | $7.7M | $64K |
