Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. ROWE PRICE TROWEPRICE RET 2030 I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $13.1M 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 | BESSER COMPANY THE EMPLOYEES RETIREMENT SAVINGS PLAN OF THE BESSER COMPANIES | ALPENA MI | 384 | $49.3M | $2.7M |
| 2 | GRAHAM-OURISMAN AUTOMOTIVE LLC GRAHAM-OURISMAN AUTOMOTIVE 401K PLAN | ROCKVILLE MD | 790 | $18.9M | $2.4M |
| 3 | PEOPLE OF FAITH INC. ROYAL OAKS 403B PLAN |
SUN CITY AZ |
| 361 |
| $10.0M |
| $1.3M |
| 4 | LA CAUSA INC. LA CAUSA INC. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 177 | $4.7M | $1.3M |
| 5 | OURISMAN CHEVROLET CO. INC. OURISMAN COMPANIES 401K PLAN | MARLOW HEIGHTS MD | 741 | $27.0M | $1.2M |
| 6 | ABILITYFIRST ABILITYFIRST DEFINED CONTRIBUTION PLAN | PASADENA CA | 395 | $17.5M | $1.1M |
| 7 | KNOX COMMUNITY HOSPITAL KNOX COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MT VERNON OH | 1,378 | $52.5M | $1.1M |
| 8 | GUARDIAN ANGELS HEALTH SERVICES INC. GUARDIAN ANGELS 403B RETIREMENT PLAN | ELK RIVER MN | 573 | $9.6M | $554K |
| 9 | CERES ENVIRONMENTAL SERVICES INC. CERES ENVIRONMENTAL SERVICES 401K PROFIT SHARING PLAN | SARASOTA FL | 710 | $9.1M | $551K |
| 10 | THE BILTMORE HOTEL LIMITED PARTNERSHIP SEAWAY HOTELS 401K | CORAL GABLES FL | 1,185 | $18.6M | $454K |
