Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retire 2030 I Mutual Fund in their Schedule of Assets, totaling $5.2M 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 | STOROPACK, INC. STOROPACK, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 428 | $39.9M | $4.5M |
| 2 | BGR, INC. BGR, INC. 401(K) PROFIT SHARING PLAN | WEST CHESTER OH | 195 | $17.6M | $582K |
| 3 | PASSERO ASSOCIATES, DPC PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN |
ROCHESTER NY |
| 173 |
| $19.4M |
| $66K |
