Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Ret 2060 Inv T. Rowe Price 0 in their Schedule of Assets, totaling $4.2M 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 | RELIABLE ROBOTICS CORPORATION RELIABLE ROBOTICS CORPORATION 401(K) PLAN | MOUNTAIN VIEW CA | 128 | $10.7M | $933K |
| 2 | STOUGHTON HOSPITAL ASSOCIATION STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN | STOUGHTON WI | 410 | $38.1M | $854K |
| 3 | CTM INTEGRATION, INC. |
SALEM OH |
| 90 |
| $13.9M |
| $800K |
| 4 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $418K |
| 5 | RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | LOUISVILLE KY | 267 | $62.3M | $367K |
| 6 | THE LISINSKI LAW FIRM THE LISINSKI LAW FIRM 401(K) PLAN | POWELL OH | 255 | $2.7M | $329K |
| 7 | WEBB CHEMICAL SERVICE CORPORATION WEBB CHEMICAL SERVICE CORPORATION 401(K) & RETIREMENT PLAN | MUSKEGON MI | 146 | $12.9M | $321K |
| 8 | EXECUTIVE CABINETRY, LLC EXECUTIVE CABINETRY, LLC 401(K) P/S PLAN | SIMPSONVILLE SC | 422 | $5.4M | $128K |
| 9 | ERS PARENT, LLC ERS PARENT 401(K) PLAN | BROUSSARD LA | 949 | $7.4M | $4K |
| 10 | SMITH INDUSTRIES, INC. JOSEPH SMITH & SONS, INC. 401(K) PS PLAN | CAPITOL HEIGHTS MD | 484 | $6.2M | $3K |
