Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price Retirement I 2010 Mutual Fund in their Schedule of Assets, totaling $12.9M 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 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $11.2M |
| 2 | OAKWOOD SCHOOL OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 220 | $63.2M | $1.4M |
| 3 | KIDNEY CARE SPECIALISTS, LLC |
BROOMALL PA |
| 155 |
| $56.2M |
| $219K |
| 4 | BREAN CAPITAL, LLC BREAN CAPITAL, LLC 401(K) PLAN | NEW YORK NY | 173 | $27.9M | $6K |
