Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement 2060 Mutual fund n/a in their Schedule of Assets, totaling $7.0M 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 | PGX HOLDINGS, INC. PROGREXION HOLDINGS, INC. 401(K) PLAN | SALT LAKE CITY UT | 224 | $28.3M | $1.4M |
| 2 | CREDIT.COM HOLDINGS, LLC CREDIT.COM HOLDINGS, LLC 401K PLAN | SALT LAKE CITY UT | 179 | $28.4M | $1.4M |
| 3 | SUMMIT AUTOMOTIVE PARTNERS SUMMIT AUTOMOTIVE PARTNERS RETIREMENT SAVINGS PLAN |
CENTENNIAL CO |
| 770 |
| $37.7M |
| $1.2M |
| 4 | DEVCON CONSTRUCTION INCORPORATED DEVCON CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | MILPITAS CA | 327 | $144.1M | $1.1M |
| 5 | TOASTMASTERS INTERNATIONAL, INC. TOASTMASTERS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | ENGLEWOOD CO | 123 | $17.7M | $571K |
| 6 | WOLFE PLUMBING, INC. WOLFE COMPANIES 401(K) SAVINGS PLAN | EVERETT WA | 123 | $8.0M | $503K |
| 7 | OQUIRRH MOUNTAIN LAW GROUP, PC OQUIRRH MOUNTAIN LAW GROUP, PC 401 (K) | SALT LAKE CITY UT | 37 | $3.4M | $171K |
| 8 | JOHN C. HEATH, ATTORNEY AT LAW, PLLC LEXINGTON LAW FIRM 401(K) PLAN | SALT LAKE CITY UT | 56 | $3.3M | $164K |
| 9 | DAN CALLAGHAN ENTERPRISES, INC. DAN CALLAGHAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BRADENTON FL | 120 | $5.5M | $133K |
| 10 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $121K |
