Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T. Rowe Price Retirement 2030 I Class Mutual fund in their Schedule of Assets, totaling $19.9M 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 | APR SUPPLY COMPANY APR SUPPLY CO. 401(K) PLAN | LEBANON PA | 437 | $30.2M | $5.7M |
| 2 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $2.9M |
| 3 | TRI-GAS & OIL CO. INC. TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST |
FEDERALSBURG MD |
| 266 |
| $10.8M |
| $2.1M |
| 4 | PIONEER MANUFACTURING COMPANY, INC. PIONEER MANUFACTURING COMPANY, INC. 401(K) PLAN | CLEVELAND OH | 111 | $22.5M | $1.7M |
| 5 | CEE KAY SUPPLY, INC CEE KAY SUPPLY, INC. PROFIT SHARING PLAN | ST. LOUIS MO | 145 | $19.8M | $1.6M |
| 6 | AMERICAN OPTOMETRIC ASSOCIATION AOA 401(K) PLAN | ST. LOUIS MO | 75 | $16.6M | $1.5M |
| 7 | 3 PHASE ELEVATOR CORP. 3 PHASE ELEVATOR 401(K) PLAN | CANTON MA | 207 | $9.8M | $1.2M |
| 8 | KUDU DYNAMICS KUDU DYNAMICS 401(K) RETIREMENT PLA N | CHANTILLY VA | 177 | $30.6M | $926K |
| 9 | GERITOM MED INC. GERITOM MED INC. 401(K) PLAN AND TRUST | BLOOMINGTON MN | 103 | $7.0M | $746K |
| 10 | STEWART'S SLEEP CENTER, INC MATTER BROTHERS FURNITURE 401(K) PLAN | TARPON SPRINGS FL | 218 | $4.8M | $669K |
