Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2050 Fund I in their Schedule of Assets, totaling $50.6M 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 | $19.6M |
| 2 | ZOCDOC, INC. ZOCDOC RETIREMENT SAVINGS PLAN | NEWYORK NY | 646 | $60.0M | $6.7M |
| 3 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN |
RICHMOND VA |
| 725 |
| $64.2M |
| $5.9M |
| 4 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $5.4M |
| 5 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BATON ROUGE LA | 217 | $20.3M | $2.4M |
| 6 | ACE PRECISION MACHINING, LLC ACE PRECISION MACHINING, LLC 401(K) PROFIT SHARING PLAN | OCONOMOWOC WI | 184 | $34.3M | $1.9M |
| 7 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS WA | 632 | $92.8M | $1.8M |
| 8 | B. R. KREIDER & SON, INC. B. R. KREIDER & SON, INC., 401(K) RETIREMENT TRUST | MANHEIM PA | 216 | $19.7M | $1.4M |
| 9 | CREA, LLC CREA, LLC RETIREMENT READINESS 401(K) PLAN | INDIANAPOLIS IN | 145 | $21.6M | $1.3M |
| 10 | TURTLE WAX, INC. TURTLE WAX RETIREMENT SAVINGS PLAN | LOMBARD IL | 66 | $23.9M | $705K |
