Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding T.Rowe Price Retirement 2060 Fund I Class in their Schedule of Assets, totaling $13.3M 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 | WOOD RODGERS, INC WOOD RODGERS 401(K) PLAN | SACRAMENTO CA | 331 | $69.9M | $2.7M |
| 2 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $2.6M |
| 3 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN |
PLYMOUTH MEETING PA |
| 1,233 |
| $49.3M |
| $1.5M |
| 4 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $1.3M |
| 5 | THE BRIDGESPAN GROUP THE BRIDGESPAN GROUP 401(K) PLAN | BOSTON MA | 369 | $88.8M | $1.1M |
| 6 | LINDEN RESEARCH INC. LINDEN RESEARCH INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 142 | $40.4M | $612K |
| 7 | PROVIDENT FUNDING ASSOCIATES, L.P. PROVIDENT FUNDING 401(K) PLAN | SANTA ROSA CA | 376 | $36.2M | $493K |
| 8 | BASWARE INC BASWARE INC 401(K) PROFIT SHARING PLAN & TRUST | FORT MILL SC | 86 | $15.9M | $354K |
| 9 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $316K |
| 10 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN | CHICAGO IL | 1,835 | $37.1M | $310K |
