Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2030 Inv in their Schedule of Assets, totaling $17.8M 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 | ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE TN | 669 | $35.3M | $5.0M |
| 2 | ARCHITECT EQUITY MANAGEMENT LLC ARCHITECT EQUITY 401(K) PLAN | EL SEGUNDO CA | 889 | $32.6M | $4.2M |
| 3 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN |
COLUMBIA MD |
| 223 |
| $59.5M |
| $3.8M |
| 4 | TERRY'S ELECTRIC, INC. TERRY'S ELECTRIC 401(K) SAVINGS PLAN | KISSIMMEE FL | 278 | $11.9M | $2.3M |
| 5 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $596K |
| 6 | CHAGS HEALTH INFORMATION TECHNOLOGY, LLC C-HIT 401(K) | COLUMBIA MD | 68 | $9.0M | $366K |
| 7 | MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY SHIPS | LINDALE TX | 430 | $9.3M | $336K |
| 8 | KEYSTONE TECHNOLOGY CONSULTANTS, IN KEYSTONE TECHNOLOGY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | AKRON OH | 112 | $3.1M | $331K |
| 9 | FEDERAL MARINE TERMINALS, INC. FEDERAL MARINE TERMINALS, INC. 401K RETIREMENT PLAN | — | 146 | $7.9M | $249K |
| 10 | PUREVIEW HEALTH CENTER PUREVIEW HEALTH CENTER 401(K) PLAN | HELENA MT | 104 | $5.3M | $234K |
