Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Retirement 2030 Fund Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | NY BUSINESS DEVELOPMENT CORP DBA PURSUIT NYBDC DBA PURSUIT EMPLOYEES SALARY REDUCTION 401(K) PLAN | LATHAM NY | 147 | $39.6M | $3.2M |
| 2 | BETTE & CRING, LLC BETTE & CRING, LLC RETIREMENT PLAN & TRUST | LATHAM NY | 163 | $53.7M | $817K |
| 3 | BBLBC, LLC BBLBC, LLC 401(K) PROFIT SHARING PLAN |
LATHAM NY |
| 112 |
| $5.0M |
| $364K |
