Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Retirement 2030 Fund I Class in their Schedule of Assets, totaling $3.7M 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 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $1.2M |
| 2 | REV FEDERAL CREDIT UNION REV FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | SUMMERVILLE SC | 253 | $19.8M | $1.2M |
| 3 | CIVEO MANAGEMENT LLC CIVEO MANAGEMENT LLC 401K RETIREMENT PLAN |
| — |
| 27 |
| $9.6M |
| $604K |
| 4 | PRINCIPLE BUSINESS ENTERPRISES, INC. PRINCIPLE BUSINESS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DUNBRIDGE OH | 289 | $25.2M | $450K |
| 5 | ONE CALL CONCEPTS, INC. ONE CALL CONCEPTS, INC. 401K PLAN | HANOVER MD | 383 | $24.5M | $227K |
| 6 | INSTRUCTIONAL EMPOWERMENT INC INSTRUCTIONAL EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BLAIRSVILLE PA | 114 | $4.5M | $67K |
