Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Ret 2060 I Mutual Fund in their Schedule of Assets, totaling $9.5M 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 | TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND OKLAHOMA STATE PIPE TRADES ANNUITY FUND | TULSA OK | 2,257 | $93.2M | $4.7M |
| 2 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $3.0M |
| 3 | COLORADO CHRISTIAN UNIVERSITY COLORADO CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN |
LAKEWOOD CO |
| 1,160 |
| $46.9M |
| $1.2M |
| 4 | APPLUS APPLUS EMPLOYEE 401(K) RETIREMENT PLAN | TROY MI | 289 | $12.5M | $277K |
| 5 | NIJC, NFP NIJC, NFP 401(K) PLAN | CHICAGO IL | 172 | $5.8M | $182K |
| 6 | HEARTLAND ALLIANCE HEALTH HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN | CHICAGO IL | 116 | $6.8M | $96K |
