Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2010 I in their Schedule of Assets, totaling $3.0M 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 | ESSEX PORTFOLIO L.P. ESSEX PORTFOLIO L.P. 401(K) PLAN | SAN MATEO CA | 1,720 | $138.2M | $1.1M |
| 2 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN | ADA OK | 593 | $46.0M | $839K |
| 3 | KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., L.P.A. KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., LPA. PROFIT SHARING AND 401(K) PLAN |
CANTON OH |
| 109 |
| $34.8M |
| $596K |
| 4 | WIGINTON CORPORATION WIGINTON CORPORATION 401(K) RETIREMENT PLAN | SANFORD FL | 514 | $37.2M | $194K |
| 5 | CS ENERGY, LLC CS ENERGY, LLC 401(K) RETIREMENT PLAN | EDISON NJ | 143 | $15.8M | $128K |
| 6 | TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | LAKE BLUFF IL | 230 | $43.8M | $94K |
| 7 | CATALINA ISLAND COMPANY SANTA CATALINA ISLAND SAVINGS PLAN | AVALON CA | 300 | $27.3M | $43K |
| 8 | WASHINGTON HEALTH SYSTEM GREENE WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 124 | $3.2M | $14K |
