Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. Rowe Price Retirement 2030 I Fund " in their Schedule of Assets, totaling $27.6M 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 | HEADCO INDUSTRIES, INC. HEADCO INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN | BROADVIEW IL | 237 | $18.5M | $5.4M |
| 2 | EMO TRANS, INC. 401(K) SAVINGS AND RETIREMENT PLAN FOR EMO TRANS EMPLOYEES | GARDEN CITY NY | 385 | $41.2M | $5.2M |
| 3 | GUERNSEY HEALTH SYSTEMS |
CAMBRIDGE OH |
| 685 |
| $29.6M |
| $4.5M |
| 4 | NIEBAUM-COPPOLA ESTATE WINERY, LP THE COPPOLA COMPANIES RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 174 | $39.1M | $3.4M |
| 5 | AT HOME STORES LLC AT HOME 401(K) SAVINGS PLAN | COPPELL TX | 5,371 | $54.5M | $3.3M |
| 6 | WHITE DRIVE MOTORS AND STEERING, LLC WHITE 401(K) PLAN | HOPKINSVILLE KY | 178 | $12.3M | $1.6M |
| 7 | MGS, INC. MGS, INC. 401(K) PLAN | DENVER PA | 163 | $7.3M | $1.2M |
| 8 | CHERVON NORTH AMERICA, INC. CHERVON NORTH AMERICA, INC. 401(K) PLAN | NAPERVILLE IL | 238 | $27.7M | $1.1M |
| 9 | KANAWHA STONE COMPANY, INC. KANAWHA STONE COMPANY, INC. & AFFILIATES 401(K) PLAN | POCA WV | 280 | $20.8M | $986K |
| 10 | ASSURITY LIFE INSURANCE COMPANY ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN | LINCOLN NE | 389 | $107.0M | $760K |
