Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2055 Fund I in their Schedule of Assets, totaling $31.7M 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 | ZOCDOC, INC. ZOCDOC RETIREMENT SAVINGS PLAN | NEWYORK NY | 646 | $60.0M | $12.1M |
| 2 | LIVANOVA USA, INC. LIVANOVA US EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,224 | $257.4M | $7.5M |
| 3 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN |
YONKERS NY |
| 2,455 |
| $218.3M |
| $4.8M |
| 4 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $3.2M |
| 5 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS WA | 632 | $92.8M | $980K |
| 6 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | DELRAY BEACH FL | 390 | $36.5M | $669K |
| 7 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BATON ROUGE LA | 217 | $20.3M | $561K |
| 8 | CREA, LLC CREA, LLC RETIREMENT READINESS 401(K) PLAN | INDIANAPOLIS IN | 145 | $21.6M | $543K |
| 9 | TEST RITE PRODUCTS CORP. TEST RITE PRODUCTS CORP 401(K) PLAN | ONTARIO CA | 152 | $11.4M | $445K |
| 10 | TR MILLER HEATING, COOLING & PLUMBING, INC. TR MILLER HEATING AND COOLING 401(K) PROFIT SHARING PLAN | PLAINFIELD IL | 109 | $4.3M | $253K |
