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 I 2010-I in their Schedule of Assets, totaling $3.3M 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 | ST. LAWRENCE HEALTH SYSTEM, INC. ST. LAWRENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN | POTSDAM NY | 2,142 | $173.1M | $1.4M |
| 2 | DIRECT SUPPLY, INC. DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 1,231 | $346.1M | $1.4M |
| 3 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN |
WASHINGTON DC |
| 653 |
| $329.9M |
| $459K |
| 4 | PEAK VISTA COMMUNITY HEALTH CENTERS PEAK VISTA COMMUNITY HEALTH CENTERS 403(B) PLAN | COLORADO SPRINGS CO | 747 | $40.9M | $6K |
| 5 | TRI-ARC FOOD SYSTEMS, INC. TRI-ARC FOOD SYSTEMS, INC. 401K PLAN | RALEIGH NC | 311 | $13.8M | $4K |
| 6 | WARE MALCOMB WARE MALCOMB 401(K) PLAN | IRVINE CA | 529 | $53.7M | $3K |
