Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T.Rowe Price Retirement 2060 Mutual Fund in their Schedule of Assets, totaling $949K 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 | MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 71 | $58.7M | $371K |
| 2 | MODERN HOLDINGS, INC. MODERN PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 98 | $14.6M | $322K |
| 3 | TRI-VALLEY, INC. |
DUDLEY MA |
| 162 |
| $6.4M |
| $68K |
| 4 | TELECARE CORP. TELECARE CORPORATION - RETIREMENT PLAN FOR LA CASA EMPLOYEES REPRESENTED BY SEIU-UHW UNITED HEALTHCARE WORKERS WEST | ALAMEDA CA | 138 | $4.3M | $67K |
| 5 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $50K |
| 6 | U.M. FDSP ASSOCIATES, P.A. U.M. FDSP ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 201 | $9.8M | $28K |
| 7 | TRI-VALLEY, INC. TRI-VALLEY, INC. 403(B) PLAN | DUDLEY MA | 245 | $4.6M | $23K |
| 8 | SERVICE ELECTRIC CABLEVISION, INC. SERVICE ELECTRIC CABLEVISION, INC. SAVINGS PLAN | ALLENTOWN PA | 128 | $24.9M | $10K |
| 9 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $7K |
| 10 | JST TRANSPORTATION JST TRANSPORTATION 401K PROFIT SHARING PLAN AND TRUST | FRANKLIN MA | 48 | $711K | $3K |
