Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Ret 2030 I Mutual Fund in their Schedule of Assets, totaling $7.7M 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 | COLORADO CHRISTIAN UNIVERSITY COLORADO CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN | LAKEWOOD CO | 1,160 | $46.9M | $3.9M |
| 2 | TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND OKLAHOMA STATE PIPE TRADES ANNUITY FUND | TULSA OK | 2,257 | $93.2M | $1.8M |
| 3 | APPLUS APPLUS EMPLOYEE 401(K) RETIREMENT PLAN |
TROY MI |
| 289 |
| $12.5M |
| $1.1M |
| 4 | HEARTLAND ALLIANCE HEALTH HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN | CHICAGO IL | 116 | $6.8M | $497K |
| 5 | NIJC, NFP NIJC, NFP 401(K) PLAN | CHICAGO IL | 172 | $5.8M | $357K |
