Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T.Rowe Price Retirement 2060 I Class in their Schedule of Assets, totaling $8.1M 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 | DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS TN | 573 | $28.8M | $1.5M |
| 2 | KARCHER NORTH AMERICA, INC KARCHER NORTH AMERICA, INC. 401(K) SAVINGS PLAN | AURORA CO | 699 | $67.7M | $852K |
| 3 | MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN |
PETOSKEY MI |
| 367 |
| $20.2M |
| $686K |
| 4 | GA TELESIS, LLC GA TELESIS, LLC PROFIT SHARING PLAN | FORT LAUDERDALE FL | 463 | $22.7M | $581K |
| 5 | SANTA CRUZ COUNTY BANK SANTA CRUZ COUNTY BANK RETIREMENT TRUST | SANTA CRUZ CA | 220 | $18.8M | $571K |
| 6 | NEW YORK ATHLETIC CLUB NEW YORK ATHLETIC CLUB 401(K) SAVINGS PLAN | NEW YORK NY | 156 | $18.1M | $486K |
| 7 | JOHNSTECH INTERNATIONAL, CORPORATION JOHNSTECH INTERNATIONAL 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 80 | $23.2M | $450K |
| 8 | METLIFE LEGAL PLANS, INC. METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 273 | $16.6M | $425K |
| 9 | DECORATIVE PANELS INTERNATIONAL DECORATIVE PANELS UNION 401K PLAN | TOLEDO OH | 30 | $5.5M | $423K |
| 10 | WASTE-AWAY GROUP, LTD WASTE-AWAY GROUP, LIMITED EMPLOYEES' 401(K) PLAN AND TRUST | ELKHART IN | 348 | $13.4M | $392K |
