Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement Blend 2015 in their Schedule of Assets, totaling $1.2M 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 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $640K |
| 2 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | SANTA ANA CA | 503 | $97.8M | $301K |
| 3 | PERC ENGINEERING, LLC PERC ENGINEERING, LLC 401(K) PLAN |
HOUSTON TX |
| 122 |
| $30.4M |
| $140K |
| 4 | BLACKHAWK COUNTRY CLUB BLACKHAWK COUNTRY CLUB EMPLOYEE SAVINGS PLAN | DANVILLE CA | 198 | $5.3M | $114K |
