Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T. Rowe Price Retirement 2030 I Mutual fund - in their Schedule of Assets, totaling $55.6M 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 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $30.1M |
| 2 | NEXUS MANAGEMENT, LLC NEXUS/SHERWOOD RETIREMENT PLAN | LAWRENCEVILLE NJ | 174 | $16.8M | $2.6M |
| 3 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN |
LOS ANGELES CA |
| 134 |
| $67.5M |
| $2.3M |
| 4 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $2.3M |
| 5 | FRANKLIN CORPORATION FRANKLIN CORPORATION 401(K) PLAN | HOUSTON MS | 690 | $12.6M | $2.1M |
| 6 | CHEMSTATION INTERNATIONAL, INC. CHEMSTATION RETIREMENT SAVINGS PLAN | DAYTON OH | 155 | $19.8M | $1.8M |
| 7 | AFP INDUSTRIES, INC. AFP INDUSTRIES, INC. EMPLOYEES' RETIREMENT PLAN | NORTH CHESTERFIELD VA | 151 | $17.6M | $1.6M |
| 8 | BOSWELL ENGINEERING, INC. BOSWELL ENGINEERING 401(K) PLAN | SOUTH HACKENSACK NJ | 251 | $53.9M | $1.5M |
| 9 | HUDSON VALLEY HOSPICE SECTION 403(B) RETIREMENT PLAN FOR HUDSON VALLEY HOSPICE | POUGHKEEPSIE NY | 376 | $12.7M | $1.5M |
| 10 | LIVEACTION, INC. LIVEACTION 401(K) PLAN | CAMPBELL CA | 82 | $15.7M | $1.4M |
