Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T.Rowe Price Target 2060 in their Schedule of Assets, totaling $856K 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 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN | NOVI MI | 235 | $8.3M | $500K |
| 2 | GRAND BRANDS LLC GRAND BRANDS 401(K) PLAN | VIRGINIA BEACH VA | 185 | $5.3M | $156K |
| 3 | MINNESOTA ORCHESTRAL ASSOCIATION MINNESOTA ORCHESTRAL ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN |
MINNEAPOLIS MN |
| 258 |
| $14.3M |
| $154K |
| 4 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $47K |
