Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T.Rowe Price Target 2030 in their Schedule of Assets, totaling $4.2M 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 | MINNESOTA ORCHESTRAL ASSOCIATION MINNESOTA ORCHESTRAL ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 258 | $14.3M | $3.5M |
| 2 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN | NOVI MI | 235 | $8.3M | $537K |
| 3 | 12 OAKS MANAGEMENT SERVICES IN |
DALLAS TX |
| 1,382 |
| $3.1M |
| $146K |
