Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T.Rowe Price Retirement 2030 Registered Investment Company in their Schedule of Assets, totaling $45.1M 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 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $15.1M |
| 2 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS TX | 484 | $224.8M | $6.8M |
| 3 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN |
WASHINGTON DC |
| 143 |
| $85.3M |
| $5.8M |
| 4 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $3.1M |
| 5 | VECIMA TECHNOLOGY INC. VECIMA TECHNOLOGY INC. RETIREMENT SAVINGS PLAN | DULUTH GA | 165 | $28.6M | $2.9M |
| 6 | ANAPTYSBIO, INC. ANAPTYSBIO, INC. 401(K) PLAN | SAN DIEGO CA | 137 | $21.5M | $2.0M |
| 7 | ALLIES INC. ALLIES, INC. 401(K) PLAN | HAMILTON NJ | 958 | $13.8M | $2.0M |
| 8 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $1.7M |
| 9 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $1.3M |
| 10 | JONES MEMORIAL HOSPITAL JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN | WELLSVILLE NY | 528 | $10.5M | $1.2M |
