Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding t. rowe price retirement 2060 I in their Schedule of Assets, totaling $51.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPASS HEALTH, INC. COMPASS HEALTH, INC. 401(K) PLAN | CLINTON MO | 5,000 | $211.5M | $12.8M |
| 2 | BLUE CANYON TECHNOLOGIES, INC. BLUE CANYON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE CO | 426 | $39.5M | $2.9M |
| 3 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN |
HORSHAM PA |
| 462 |
| $81.0M |
| $2.4M |
| 4 | XAD, INC. XAD, INC. 401(K) PLAN | NEW YORK NY | 182 | $29.6M | $2.3M |
| 5 | TL NEXLEVEL, LLC TL NEXLEVEL 401(K) PLAN | MAPLE LAKE MN | 799 | $35.1M | $2.2M |
| 6 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | INDIANAPOLIS IN | 216 | $26.2M | $1.9M |
| 7 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $1.9M |
| 8 | CENTERVIEW PARTNERS LLC CENTERVIEW PARTNERS LLC 401(K) PLAN | NEW YORK NY | 450 | $72.9M | $1.9M |
| 9 | GARDINER & THEOBALD INC. GARDINER & THEOBALD INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 254 | $22.7M | $1.7M |
| 10 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $1.4M |
