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 Inv in their Schedule of Assets, totaling $7.8M 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 | $2.2M |
| 2 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN | WILMINGTON OH | 546 | $34.5M | $1.1M |
| 3 | REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN |
EVERETT WA |
| 81 |
| $35.0M |
| $649K |
| 4 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 372 | $29.8M | $629K |
| 5 | ROBERT DIETRICK CO., INC. ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN | FISHERS IN | 137 | $6.5M | $491K |
| 6 | CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET NH | 132 | $9.9M | $430K |
| 7 | HUDSON COUNTY MOTORS, INC. HUDSON COUNTY MOTORS, INC. 401(K) PLAN | SECAUCUS NJ | 109 | $8.6M | $353K |
| 8 | GIRL SCOUTS OF WESTERN OHIO GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN | CINCINNATI OH | 113 | $3.8M | $330K |
| 9 | ENDOTRONIX, INC. ENDOTRONIX, INC. 401(K) PLAN | NAPERVILLE IL | 146 | $9.1M | $328K |
| 10 | CHECKERS DRIVE-IN RESTAURANTS, INC. CHECKERS DRIVE-IN RESTAURANTS, INC. 401(K) PLAN | TAMPA FL | 10,659 | $6.8M | $257K |
