Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T.Rowe Price Retirement 2010 I Class in their Schedule of Assets, totaling $2.3M 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 | SANTA CRUZ COUNTY BANK SANTA CRUZ COUNTY BANK RETIREMENT TRUST | SANTA CRUZ CA | 220 | $18.8M | $515K |
| 2 | DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS TN | 573 | $28.8M | $426K |
| 3 | BAYBERRY FINANCIAL SERVICES CORPORATION |
SEABROOK NH |
| 72 |
| $16.2M |
| $423K |
| 4 | METLIFE LEGAL PLANS, INC. METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 273 | $16.6M | $364K |
| 5 | MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY MI | 367 | $20.2M | $196K |
| 6 | NEW YORK ATHLETIC CLUB NEW YORK ATHLETIC CLUB 401(K) SAVINGS PLAN | NEW YORK NY | 156 | $18.1M | $170K |
| 7 | GA TELESIS, LLC GA TELESIS, LLC PROFIT SHARING PLAN | FORT LAUDERDALE FL | 463 | $22.7M | $93K |
| 8 | KARCHER NORTH AMERICA, INC KARCHER NORTH AMERICA, INC. 401(K) SAVINGS PLAN | AURORA CO | 699 | $67.7M | $82K |
| 9 | SPOKANE UNITED METHODIST HOMES, INC SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | SPOKANE WA | 472 | $15.1M | $51K |
| 10 | SGII, INC. THE SENEGENCE 401(K) PLAN | SAPULPA OK | 177 | $5.5M | $18K |
