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 2030 Fund Advisor Class " in their Schedule of Assets, totaling $15.0M 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 | WHITE OAK MANAGEMENT, INC. WHITE OAK MANAGEMENT, INC. RETIREMENT PLAN | SPARTANBURG SC | 2,596 | $25.5M | $5.0M |
| 2 | AI-CARES, LLC AI-CARES RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 2,390 | $75.8M | $4.6M |
| 3 | NEWTOWN SAVINGS BANK NEWTOWN SAVINGS BANK EMPLOYEES' 401(K) SAVINGS PLAN |
NEWTOWN CT |
| 249 |
| $37.5M |
| $1.6M |
| 4 | ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION 403(B) PLAN | WASHINGTON DC | 99 | $39.5M | $1.4M |
| 5 | CERES TERMINALS INCORPORATED CERES MONEY PURCHASE PENSION PLAN | NASHVILLE TN | 81 | $9.5M | $883K |
| 6 | WILLIAM H. SADLIER, INC. WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN | NEW YORK NY | 135 | $30.0M | $810K |
| 7 | CERES TERMINALS INCORPORATED CERES TERMINALS INCORPORATED 401(K) PLAN | NASHVILLE TN | 191 | $14.8M | $679K |
| 8 | HARTLEY & PARKER LTD, INC. HARTLEY & PARKER LTD, INC. 401(K) PLAN | TAUNTON MA | 175 | $11.4M | $74K |
