Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement I 2055 I in their Schedule of Assets, totaling $46.9M 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 | DIRECT SUPPLY, INC. DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 1,231 | $346.1M | $19.1M |
| 2 | ST. LAWRENCE HEALTH SYSTEM, INC. ST. LAWRENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN | POTSDAM NY | 2,142 | $173.1M | $11.0M |
| 3 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN |
WASHINGTON DC |
| 653 |
| $329.9M |
| $8.1M |
| 4 | NORTHWEST HOSPITAL CENTER, INC. THE NORTHWEST HOSPITAL CENTER, INC. 403(B) MATCHING RETIREMENT PLAN | OWNINGS MILLS MD | 2,467 | $107.9M | $3.5M |
| 5 | PEAK VISTA COMMUNITY HEALTH CENTERS PEAK VISTA COMMUNITY HEALTH CENTERS 403(B) PLAN | COLORADO SPRINGS CO | 747 | $40.9M | $3.2M |
| 6 | MEMPHIS BASKETBALL LLC MEMPHIS BASKETBALL LLC 401(K) PLAN | MEMPHIS TN | 301 | $17.4M | $725K |
| 7 | WARE MALCOMB WARE MALCOMB 401(K) PLAN | IRVINE CA | 529 | $53.7M | $410K |
| 8 | SINNISSIPPI CENTERS, INC. SINNISSIPPI CENTERS RETIREMENT PLAN | DIXON IL | 303 | $12.3M | $381K |
| 9 | TRI-ARC FOOD SYSTEMS, INC. TRI-ARC FOOD SYSTEMS, INC. 401K PLAN | RALEIGH NC | 311 | $13.8M | $226K |
| 10 | LIFEBRIDGE HEALTH CARROLL HEALTH GROUP 401(K) PLAN | OWINGS MILLS MD | 182 | $15.2M | $176K |
