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 I Class in their Schedule of Assets, totaling $10.8M 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 | BROCK ENTERPRISES, LLC BROCK ENTERPRISES, LLC 401(K) PLAN | HOUSTON TX | 6,469 | $88.9M | $9.1M |
| 2 | APPALACHIAN AGENCY FOR SENIOR CITIZENS APPALACHIAN AGENCY FOR SENIOR CITIZENS, INC. 403(B) PLAN | CEDAR BLUFF VA | 215 | $5.3M | $434K |
| 3 | CENTRAL VALLEY INDIAN HEALTH SERVICES, INC. |
CLOVIS CA |
| 133 |
| $20.0M |
| $397K |
| 4 | OXFORD MANAGEMENT GROUP, LLC OXFORD MANAGEMENT GROUP, LLC 401(K) PLAN | WICHITA KS | 624 | $2.5M | $332K |
| 5 | GENESYS WORKS GENESYS WORKS 403B RETIREMENT PLAN | KELLER TX | 844 | $3.9M | $316K |
| 6 | GEOPOINT SURVEYING INC GEOPOINT SURVEYING INC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 251 | $6.5M | $163K |
