Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2045 Fund I in their Schedule of Assets, totaling $36.2M 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 | LIVANOVA USA, INC. LIVANOVA US EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,224 | $257.4M | $14.5M |
| 2 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $5.2M |
| 3 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. |
RICHMOND VA |
| 725 |
| $64.2M |
| $5.0M |
| 4 | ZOCDOC, INC. ZOCDOC RETIREMENT SAVINGS PLAN | NEWYORK NY | 646 | $60.0M | $3.3M |
| 5 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS WA | 632 | $92.8M | $3.1M |
| 6 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | DELRAY BEACH FL | 390 | $36.5M | $974K |
| 7 | BEACH FORD, INC. BEACH FORD, INC. RETIREMENT SAVINGS PLAN AND TRUST | VIRGINIA BEACH VA | 269 | $18.6M | $838K |
| 8 | RAY GRAHAM ASSOCIATION FOR PEOPLE WITH DISABILITIES RAY GRAHAM ASSOC. FOR PEOPLE WITH DISABILITIES 403B PLAN | LISLE IL | 235 | $8.7M | $415K |
| 9 | TURTLE WAX, INC. TURTLE WAX RETIREMENT SAVINGS PLAN | LOMBARD IL | 66 | $23.9M | $411K |
| 10 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BATON ROUGE LA | 217 | $20.3M | $406K |
