Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2055 Inv in their Schedule of Assets, totaling $9.0M 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 | BRKTHRU DIGITAL, LLC BRKTHRU DIGITAL, LLC 401(K) PSP | NEW YORK NY | 173 | $9.5M | $1.5M |
| 2 | ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE TN | 669 | $35.3M | $1.2M |
| 3 | MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY SHIPS |
LINDALE TX |
| 430 |
| $9.3M |
| $889K |
| 4 | UNITED WAY OF CENTRAL MARYLAND, INC UNITED WAY OF CENTRAL MARYLAND, INC. SECTION 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 208 | $19.0M | $876K |
| 5 | ARCHITECT EQUITY MANAGEMENT LLC ARCHITECT EQUITY 401(K) PLAN | EL SEGUNDO CA | 889 | $32.6M | $667K |
| 6 | TERRY'S ELECTRIC, INC. TERRY'S ELECTRIC 401(K) SAVINGS PLAN | KISSIMMEE FL | 278 | $11.9M | $623K |
| 7 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $586K |
| 8 | INFINITY TECHNOLOGY SERVICES, LLC INFINITY TECHNOLOGY SERVICES, LLC 401(K) PLAN | COLORADO SPRINGS CO | 127 | $4.5M | $583K |
| 9 | CHAGS HEALTH INFORMATION TECHNOLOGY, LLC C-HIT 401(K) | COLUMBIA MD | 68 | $9.0M | $513K |
| 10 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $495K |
