Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. ROWE PRICE TROWEPRICE RET 2055 I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $7.3M 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 | BESSER COMPANY THE EMPLOYEES RETIREMENT SAVINGS PLAN OF THE BESSER COMPANIES | ALPENA MI | 384 | $49.3M | $2.4M |
| 2 | KNOX COMMUNITY HOSPITAL KNOX COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MT VERNON OH | 1,378 | $52.5M | $1.9M |
| 3 | LA CAUSA INC. LA CAUSA INC. RETIREMENT SAVINGS PLAN |
MILWAUKEE WI |
| 177 |
| $4.7M |
| $537K |
| 4 | GUARDIAN ANGELS HEALTH SERVICES INC. GUARDIAN ANGELS 403B RETIREMENT PLAN | ELK RIVER MN | 573 | $9.6M | $465K |
| 5 | GENESYS WORKS GENESYS WORKS 403B RETIREMENT PLAN | KELLER TX | 844 | $3.9M | $441K |
| 6 | ABILITYFIRST ABILITYFIRST DEFINED CONTRIBUTION PLAN | PASADENA CA | 395 | $17.5M | $403K |
| 7 | FIRETREE LTD. FIRETREE LTD. 401K PLAN | WILLIAMSPORT PA | 203 | $6.5M | $382K |
| 8 | SKYMARK BUYERS CORP. SKYMARK BUYERS CORP. 401K PLAN | KANSAS CITY MO | 237 | $3.7M | $243K |
| 9 | CERES ENVIRONMENTAL SERVICES INC. CERES ENVIRONMENTAL SERVICES 401K PROFIT SHARING PLAN | SARASOTA FL | 710 | $9.1M | $200K |
| 10 | THE BILTMORE HOTEL LIMITED PARTNERSHIP SEAWAY HOTELS 401K | CORAL GABLES FL | 1,185 | $18.6M | $160K |
