Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price Retirement I 2060 Fund # in their Schedule of Assets, totaling $10.0M 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 | TABOR STREET GROUP, LLC TABORSTREET 401(K) RETIREMENT PLAN | OMAHA NE | 833 | $90.7M | $2.0M |
| 2 | ECRI INSTITUTE ECRI INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | WILLOW GROVE PA | 447 | $78.1M | $1.8M |
| 3 | NMC GROUP, INC. NMC GROUP, INC. 401(K) RETIREMENT PLAN |
OMAHA NE |
| 795 |
| $79.3M |
| $1.3M |
| 4 | DULUTH HOLDINGS INC. DULUTH HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | MOUNT HOREB WI | 2,239 | $44.3M | $1.2M |
| 5 | FIRSTUP, INC. FIRSTUP, INC. 401(K)PLAN | SAN FRANCISCO CA | 188 | $25.7M | $1.2M |
| 6 | INFORMATION SYSTEMS AUDIT AND CONTROL INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) 401(K) RETIREMENT | SCHAUMBURG IL | 276 | $42.9M | $1.1M |
| 7 | BEST METAL PRODUCTS COMPANY BEST METAL PRODUCTS COMPANY EMPLOYEES PROFIT SHARING PLAN | GRAND RAPIDS MI | 102 | $5.0M | $331K |
| 8 | LINN PRODUCTS, INC. LINN PRODUCTS, INC. EMPLOYEE DEFERRED COMPENSATION PLAN | CHARLOTTE MI | 214 | $8.7M | $289K |
| 9 | CONSUMERS CONCRETE CORPORATION CONSUMERS CONCRETE CORPORATION 401(K) RETIREMENT PLAN | KALAMAZOO MI | 219 | $21.3M | $286K |
| 10 | KNIGHT WATCH, INC. KNIGHT WATCH, INC. 401(K) PROFIT SHARING PLAN | KALAMAZOO MI | 136 | $7.0M | $213K |
