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 2060 I in their Schedule of Assets, totaling $23.5M 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 | $5.2M |
| 2 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $2.9M |
| 3 | EDF TRADING NORTH AMERICA, LLC EDF TRADING, N.A. 401(K) PLAN |
HOUSTON TX |
| 268 |
| $89.3M |
| $1.9M |
| 4 | CATALINA ISLAND COMPANY SANTA CATALINA ISLAND SAVINGS PLAN | AVALON CA | 300 | $27.3M | $1.6M |
| 5 | CRYSTAL CABINET WORKS, INC. CRYSTAL CABINET WORKS, INC. SALARY SAVINGS PLAN | PRINCETON MN | 470 | $63.7M | $1.5M |
| 6 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $1.5M |
| 7 | NORTH COUNTRY HEALTH SYSTEM, INC. NORTH COUNTRY HEALTH SYSTEM, INC. CONTRIBUTORY TAX SHELTERED RETIREMENT PLAN | NEWPORT VT | 626 | $74.0M | $1.2M |
| 8 | CS ENERGY, LLC CS ENERGY, LLC 401(K) RETIREMENT PLAN | EDISON NJ | 143 | $15.8M | $980K |
| 9 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $945K |
| 10 | NATIONAL AIR CARGO, INC. NATIONAL AIR CARGO 401(K) PLAN | ORCHARD PARK NY | 593 | $29.2M | $878K |
