Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2055 I in their Schedule of Assets, totaling $30.1M 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 | EDF TRADING NORTH AMERICA, LLC EDF TRADING, N.A. 401(K) PLAN | HOUSTON TX | 268 | $89.3M | $4.7M |
| 2 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $4.5M |
| 3 | NORTH COUNTRY HEALTH SYSTEM, INC. |
NEWPORT VT |
| 626 |
| $74.0M |
| $2.6M |
| 4 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $2.5M |
| 5 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $2.3M |
| 6 | CRYSTAL CABINET WORKS, INC. CRYSTAL CABINET WORKS, INC. SALARY SAVINGS PLAN | PRINCETON MN | 470 | $63.7M | $1.8M |
| 7 | COLUMBIA ORTHOPAEDIC GROUP LLP COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST | COLUMBIA MO | 260 | $51.0M | $1.8M |
| 8 | TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | LAKE BLUFF IL | 230 | $43.8M | $1.4M |
| 9 | GRAHAM-OURISMAN AUTOMOTIVE LLC GRAHAM-OURISMAN AUTOMOTIVE 401K PLAN | ROCKVILLE MD | 790 | $18.9M | $981K |
| 10 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN | ADA OK | 593 | $46.0M | $963K |
