Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2010 Fund Mutual Fund N/A in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAWLEY TROXELL ENNIS & HAWLEY LLP HAWLEY TROXELL 401(K) PLAN | BOISE ID | 156 | $56.7M | $2.0M |
| 2 | UNITED ELECTRIC CONTROLS COMPANY UNITED ELECTRIC CONTROLS 401(K) PLAN | WATERTOWN MA | 233 | $55.6M | $375K |
| 3 | WINONA HEALTH SERVICES WINONA HEALTH EMPLOYEES' RETIREMENT PLAN |
WINONA MN |
| 937 |
| $96.7M |
| $241K |
| 4 | CHILDRENS HOME SOCIETY OF SOUTH DAKOTA CHILDREN'S HOME SOCIETY OF SOUTH DAKOTA RETIREMENT PLAN | SIOUX FALLS SD | 328 | $18.7M | $201K |
| 5 | FORUM COMMUNICATIONS COMPANY 401(K) FORUM COMMUNICATIONS COMPANY 401(K) PLAN | FARGO ND | 785 | $86.3M | $146K |
| 6 | AMERICAN WATER WORKS ASSOCIATION AMERICAN WATER WORKS ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 141 | $32.7M | $61K |
| 7 | KAPLAN TRUCKING COMPANY BESSEMER MANAGEMENT COMPANY 401(K) PLAN | CLEVELAND OH | 230 | $23.7M | $17K |
| 8 | HOLIEN, INC. DBA ANZA, INCORPORATED ANZA 401K RETIREMENT SAVINGS PLAN | WATERTOWN SD | 362 | $14.0M | $9K |
