Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Target Retirement 2055 in their Schedule of Assets, totaling $11.7M 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 | KLARNA, INC. KLARNA 401(K) PLAN | COLUMBUS OH | 261 | $32.1M | $9.4M |
| 2 | AMERICAN HERITAGE FEDERAL CREDIT UNION AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | PHILADELPHIA PA | 625 | $49.5M | $1.2M |
| 3 | TEX-TECH INDUSTRIES, INC. TEX-TECH INDUSTRIES INVESTMENT PLAN |
NORTH MONMOUTH ME |
| 363 |
| $17.7M |
| $589K |
| 4 | MODERN AUTOMOTIVE NETWORK, LLC MODERN AUTOMOTIVE NETWORK 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 980 | $26.0M | $381K |
| 5 | SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA 401(K) PLAN | ATLANTA GA | 99 | $2.7M | $17K |
| 6 | JACK SCHMITT FAMILY OF DEALERSHIPS, INC. JACK SCHMITT FAMILY OF DEALERSHIPS, INC. 401(K) PLAN | O FALLON IL | 146 | $19.3M | $6K |
