Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2060 Fund I in their Schedule of Assets, totaling $14.2M 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 | $5.1M |
| 2 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $2.2M |
| 3 | ACE PRECISION MACHINING, LLC |
OCONOMOWOC WI |
| 184 |
| $34.3M |
| $1.6M |
| 4 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $1.3M |
| 5 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS WA | 632 | $92.8M | $1.3M |
| 6 | B. R. KREIDER & SON, INC. B. R. KREIDER & SON, INC., 401(K) RETIREMENT TRUST | MANHEIM PA | 216 | $19.7M | $1.0M |
| 7 | TR MILLER HEATING, COOLING & PLUMBING, INC. TR MILLER HEATING AND COOLING 401(K) PROFIT SHARING PLAN | PLAINFIELD IL | 109 | $4.3M | $806K |
| 8 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BATON ROUGE LA | 217 | $20.3M | $396K |
| 9 | BEACH FORD, INC. BEACH FORD, INC. RETIREMENT SAVINGS PLAN AND TRUST | VIRGINIA BEACH VA | 269 | $18.6M | $156K |
| 10 | RAY GRAHAM ASSOCIATION FOR PEOPLE WITH DISABILITIES RAY GRAHAM ASSOC. FOR PEOPLE WITH DISABILITIES 403B PLAN | LISLE IL | 235 | $8.7M | $108K |
