Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement 2060 Fund Advisor in their Schedule of Assets, totaling $2.6M 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 | MCLAUGHLIN RESEARCH CORPORATION MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN | MIDDLETOWN RI | 496 | $68.3M | $2.1M |
| 2 | DIALOGDIRECT, INC. QUALFON/DIALOG DIRECT 401K PLAN | HIGHLAND PARK MI | 3,089 | $55.7M | $256K |
| 3 | BASIC COMMERCE & INDUSTRIES, INC. BCI, INC. 401(K) PROFIT SHARING PLAN |
MOORESTOWN NJ |
| 181 |
| $61.8M |
| $160K |
| 4 | IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA PA | 341 | $41.9M | $84K |
| 5 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES, INC. 401(K) PLAN | ROCKY HILL CT | 247 | $18.8M | $43K |
