Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Target Retirement 2030 in their Schedule of Assets, totaling $9.1M 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 | AMERICAN HERITAGE FEDERAL CREDIT UNION AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | PHILADELPHIA PA | 625 | $49.5M | $6.6M |
| 2 | TEX-TECH INDUSTRIES, INC. TEX-TECH INDUSTRIES INVESTMENT PLAN | NORTH MONMOUTH ME | 363 | $17.7M | $1.3M |
| 3 | MODERN AUTOMOTIVE NETWORK, LLC |
WINSTON-SALEM NC |
| 980 |
| $26.0M |
| $354K |
| 4 | MORAN & COMPANY MORAN & COMPANY 401(K) PLAN | CHICAGO IL | 138 | $20.9M | $339K |
| 5 | SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA 401(K) PLAN | ATLANTA GA | 99 | $2.7M | $231K |
| 6 | KLARNA, INC. KLARNA 401(K) PLAN | COLUMBUS OH | 261 | $32.1M | $195K |
| 7 | JACK SCHMITT FAMILY OF DEALERSHIPS, INC. JACK SCHMITT FAMILY OF DEALERSHIPS, INC. 401(K) PLAN | O FALLON IL | 146 | $19.3M | $60K |
| 8 | ASPIRE OF ILLINOIS ASPIRE OF ILLINOIS 403(B) PLAN | HILLSIDE IL | 260 | $6.4M | $17K |
