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 Target 2055 in their Schedule of Assets, totaling $1.5M 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 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN | NOVI MI | 235 | $8.3M | $916K |
| 2 | MINNESOTA ORCHESTRAL ASSOCIATION MINNESOTA ORCHESTRAL ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 258 | $14.3M | $510K |
| 3 | TEAM SLEDD, LLC TEAM SLEDD, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN |
WHEELING WV |
| 213 |
| $14.9M |
| $87K |
| 4 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $29K |
