Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement Blend 2030 Mutual fund in their Schedule of Assets, totaling $11.1M 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 | VAN WAGNER GROUP, LLC VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 160 | $37.1M | $5.0M |
| 2 | GREAT SOUTHERN BANCORP, INC. GREAT SOUTHERN BANCORP, INC. 401(K) PLAN | SPRINGFIELD MO | 812 | $69.6M | $5.0M |
| 3 | CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED |
CINCINNATI OH |
| 89 |
| $7.5M |
| $660K |
| 4 | MCGEE CORPORATION SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATION | MATTHEWS NC | 159 | $8.2M | $504K |
| 5 | OHIO EDUCATION ASSOCIATION OHIO EDUCATION ASSOCIATION RETIREE BENEFITS PLAN | COLUMBUS OH | 169 | $12.2M | $12K |
