Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement 2010 Registered investment company in their Schedule of Assets, totaling $9.3M 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 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN | MT. VIEW CA | 4,437 | $976.1M | $5.2M |
| 2 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN | WASHINGTON DC | 143 | $85.3M | $2.5M |
| 3 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT |
HAMILTON NY |
| 1,002 |
| $567.8M |
| $842K |
| 4 | CATHAY GENERAL BANCORP THE CATHAY GENERAL BANCORP 401(K) PROFIT SHARING PLAN | EL MONTE CA | 1,184 | $259.6M | $489K |
| 5 | CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM UT | 3,752 | $326.3M | $68K |
| 6 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS TX | 484 | $224.8M | $35K |
| 7 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST | MENDOTA HEIGHTS MN | 1,387 | $26.6M | $22K |
| 8 | ALLIES INC. ALLIES, INC. 401(K) PLAN | HAMILTON NJ | 958 | $13.8M | $19K |
| 9 | PARK-OHIO INDUSTRIES, INC. PARK-OHIO INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MAYFIELD HEIGHTS OH | 2,278 | $167.9M | $12K |
| 10 | ROYCE & ASSOCIATES GP, LLC ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 93 | $109.2M | $11K |
