Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2030 I in their Schedule of Assets, totaling $111.4M 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 | $15.7M |
| 2 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $13.4M |
| 3 | NORTHWEST HOSPITAL CENTER, INC. NORTHWEST HOSPITAL CENTER, INC. MONEY PURCHASE PENSION PLAN AND TRUST |
OWINGS MILLS MD |
| 887 |
| $55.8M |
| $10.0M |
| 4 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $9.1M |
| 5 | NORTH COUNTRY HEALTH SYSTEM, INC. NORTH COUNTRY HEALTH SYSTEM, INC. CONTRIBUTORY TAX SHELTERED RETIREMENT PLAN | NEWPORT VT | 626 | $74.0M | $8.3M |
| 6 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN | ADA OK | 593 | $46.0M | $6.8M |
| 7 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $6.7M |
| 8 | NATIONAL AIR CARGO, INC. NATIONAL AIR CARGO 401(K) PLAN | ORCHARD PARK NY | 593 | $29.2M | $5.7M |
| 9 | WIGINTON CORPORATION WIGINTON CORPORATION 401(K) RETIREMENT PLAN | SANFORD FL | 514 | $37.2M | $4.0M |
| 10 | 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 | $4.0M |
