Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2030 Fund I in their Schedule of Assets, totaling $47.2M 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 | LIVANOVA USA, INC. LIVANOVA US EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,224 | $257.4M | $21.0M |
| 2 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $7.2M |
| 3 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC |
CHEHALIS WA |
| 632 |
| $92.8M |
| $6.3M |
| 4 | TURTLE WAX, INC. TURTLE WAX RETIREMENT SAVINGS PLAN | LOMBARD IL | 66 | $23.9M | $2.5M |
| 5 | B. R. KREIDER & SON, INC. B. R. KREIDER & SON, INC., 401(K) RETIREMENT TRUST | MANHEIM PA | 216 | $19.7M | $1.9M |
| 6 | ACE PRECISION MACHINING, LLC ACE PRECISION MACHINING, LLC 401(K) PROFIT SHARING PLAN | OCONOMOWOC WI | 184 | $34.3M | $1.8M |
| 7 | OAHU WASTE SERVICES, INC OAHU WASTE SERVICES, INC 401(K) PROFIT SHARING PLAN | HONOLULU HI | 260 | $17.9M | $1.7M |
| 8 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BATON ROUGE LA | 217 | $20.3M | $1.5M |
| 9 | BRANDYWINE AUTO PARTS, INC. BRANDYWINE COMPANIES GROUP PROFIT SHARING PLAN | BRANDYWINE MD | 70 | $15.2M | $785K |
| 10 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | DELRAY BEACH FL | 390 | $36.5M | $645K |
