Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T.Rowe Price Retirement 2030 I Class in their Schedule of Assets, totaling $35.8M 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 | KARCHER NORTH AMERICA, INC KARCHER NORTH AMERICA, INC. 401(K) SAVINGS PLAN | AURORA CO | 699 | $67.7M | $12.8M |
| 2 | WASTE-AWAY GROUP, LTD WASTE-AWAY GROUP, LIMITED EMPLOYEES' 401(K) PLAN AND TRUST | ELKHART IN | 348 | $13.4M | $3.7M |
| 3 | DUFRESNE SPENCER GROUP HOLDINGS, LLC |
MEMPHIS TN |
| 573 |
| $28.8M |
| $3.0M |
| 4 | NEW YORK ATHLETIC CLUB NEW YORK ATHLETIC CLUB 401(K) SAVINGS PLAN | NEW YORK NY | 156 | $18.1M | $2.8M |
| 5 | SMT, INC. THE RISE COMPANIES 401(K) PLAN | RALEIGH NC | 515 | $12.0M | $2.5M |
| 6 | HIMES HOLDINGS, INC. HIMES HOLDINGS, INC. 401(K) PLAN AND TRUST | ELKHART IN | 89 | $8.5M | $2.3M |
| 7 | MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY MI | 367 | $20.2M | $1.9M |
| 8 | BAYBERRY FINANCIAL SERVICES CORPORATION THE 401(K) RETIREMENT PLAN | SEABROOK NH | 72 | $16.2M | $1.7M |
| 9 | SANTA CRUZ COUNTY BANK SANTA CRUZ COUNTY BANK RETIREMENT TRUST | SANTA CRUZ CA | 220 | $18.8M | $1.5M |
| 10 | SPOKANE UNITED METHODIST HOMES, INC SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | SPOKANE WA | 472 | $15.1M | $1.4M |
