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 I 2060 Fund I Class Mutual fund in their Schedule of Assets, totaling $637K 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 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $360K |
| 2 | TEXAS SCENIC COMPANY, INC TEXAS SCENIC COMPANY, INC. 401(K) PLAN | SAN ANTONIO TX | 168 | $8.5M | $133K |
| 3 | COLUMBUS ORTHOPAEDIC CLINIC, P.A. |
COLUMBUS MS |
| 110 |
| $9.7M |
| $58K |
| 4 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $46K |
| 5 | RLJ LODGING TRUST, L.P. RLJ LODGING TRUST, L.P. 401(K) PLAN | BETHESDA MD | 72 | $25.4M | $41K |