Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding T. Rowe Price Retirement 2050 Inv in their Schedule of Assets, totaling $24.1M 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 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN | INDIANAPOLIS IN | 1,516 | $81.1M | $10.5M |
| 2 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 372 | $29.8M | $2.5M |
| 3 | REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN |
EVERETT WA |
| 81 |
| $35.0M |
| $2.2M |
| 4 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN | WILMINGTON OH | 546 | $34.5M | $1.9M |
| 5 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $963K |
| 6 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | AUSTELL GA | 146 | $7.7M | $754K |
| 7 | TECH USA, LLC TECH USA, LLC 401 K PLAN | MILLERSVILLE MD | 453 | $17.1M | $720K |
| 8 | ROBERT DIETRICK CO., INC. ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN | FISHERS IN | 137 | $6.5M | $691K |
| 9 | ENDOTRONIX, INC. ENDOTRONIX, INC. 401(K) PLAN | NAPERVILLE IL | 146 | $9.1M | $679K |
| 10 | LIFT-ALL COMPANY INC LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN | LANDISVILLE PA | 221 | $25.5M | $566K |
