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 N/R in their Schedule of Assets, totaling $4.5M 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 | DSV AIR & SEA, INC DSV 401(K) PLAN | ISELIN NJ | 6,860 | $391.9M | $2.0M |
| 2 | HIRE RIGHT HIRERIGHT 401(K) PLAN | NASHVILLE TN | 911 | $226.8M | $1.1M |
| 3 | CASCADES USA INC. CASCADES 401(K) SAVINGS AND RETIREMENT PLAN | PISCATAWAY NJ |
| 1,783 |
| $174.8M |
| $460K |
| 4 | CASCADES USA INC. CASCADES UNION EMPLOYEES 401(K) PLAN | NIAGARA FALLS NY | 903 | $54.5M | $354K |
| 5 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $291K |
| 6 | JACOBUS ENERGY, LLC JACOBUS ENERGY RETIREMENT PLAN | MILWAUKEE WI | 479 | $34.1M | $244K |
| 7 | SHARP CLINICAL SERVICES, INC SHARP CLINICAL SERVICES, INC. 401(K) AND PROFIT SHARING PLAN | BETHLEHEM PA | 196 | $9.8M | $18K |
