Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price Ret 2030 Inv T. Rowe Price 0 in their Schedule of Assets, totaling $17.0M 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 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $4.1M |
| 2 | RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | LOUISVILLE KY | 267 | $62.3M | $3.8M |
| 3 | STOUGHTON HOSPITAL ASSOCIATION |
STOUGHTON WI |
| 410 |
| $38.1M |
| $3.4M |
| 4 | CTM INTEGRATION, INC. CTM INTEGRATION, INC. 401(K) PLAN | SALEM OH | 90 | $13.9M | $1.8M |
| 5 | WINCHESTER EQUIPMENT COMPANY WINCHESTER EQUIPMENT CO. 401(K) PLAN | WINCHESTER VA | 200 | $14.3M | $663K |
| 6 | TURA, INC. TURA 401(K) PLAN | MUNCY PA | 109 | $9.9M | $569K |
| 7 | CISCO EQUIPMENT RENTALS, LLC CISCO EQUIPMENT 401(K) PROFIT SHARING PLAN | ODESSA TX | 87 | $6.2M | $495K |
| 8 | INTERSTATE FOAM & SUPPLY, INC. INTERSTATE FOAM & SUPPLY RET SAVINGS PLAN | CONOVER NC | 447 | $8.0M | $458K |
| 9 | EXECUTIVE CABINETRY, LLC EXECUTIVE CABINETRY, LLC 401(K) P/S PLAN | SIMPSONVILLE SC | 422 | $5.4M | $444K |
| 10 | ERS PARENT, LLC ERS PARENT 401(K) PLAN | BROUSSARD LA | 949 | $7.4M | $316K |
