Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding T.Rowe Price Retirement 2030 Fund I Class in their Schedule of Assets, totaling $50.5M 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 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $10.5M |
| 2 | WOOD RODGERS, INC WOOD RODGERS 401(K) PLAN | SACRAMENTO CA | 331 | $69.9M | $8.8M |
| 3 | SYRACUSE ORTHOPEDIC SPECIALISTS, PC SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN |
SYRACUSE NY |
| 752 |
| $106.8M |
| $5.6M |
| 4 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $3.9M |
| 5 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN | CHICAGO IL | 1,835 | $37.1M | $3.1M |
| 6 | TELESTREAM, LLC TELESTREAM 401(K) EMPLOYEE SAVINGS PLAN | NEVADA CITY CA | 237 | $58.7M | $2.9M |
| 7 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $2.8M |
| 8 | ACLARIS THERAPEUTICS, INC. ACLARIS THERAPEUTICS INC 401(K) PLAN | WAYNE PA | 67 | $14.1M | $2.5M |
| 9 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $1.9M |
| 10 | THE BRIDGESPAN GROUP THE BRIDGESPAN GROUP 401(K) PLAN | BOSTON MA | 369 | $88.8M | $1.9M |
