Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe T. Rowe Price Retirement 2030 in their Schedule of Assets, totaling $76.4M 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 | U.S. VENTURE, INC. U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN | APPLETON WI | 4,910 | $398.9M | $52.2M |
| 2 | 112/73 RETIREMENT TRUST FUND NECA - IBEW 112/73 RETIREMENT PLAN NECA-IBEW | SPOKANE WA | 6,481 | $478.9M | $17.3M |
| 3 | MAGNOLIA RIVER INTERNATIONAL MAGNOLIA RIVER INTERNATIONAL 401(K) PLAN |
HARTSELLE AL |
| 755 |
| $43.0M |
| $3.1M |
| 4 | MAGNOLIA RIVER SERVICES, INC. MAGNOLIA RIVER 401(K) PLAN | DECATUR AL | 889 | $28.9M | $2.1M |
| 5 | COLLIER HEALTH SERVICES, INC. HEALTHCARE NETWORK OF SOUTHWEST FLORIDA (HCN) RETIREMENT PLAN | IMMOKALEE FL | 324 | $23.5M | $1.5M |
| 6 | NETWORK THERAPY SERVICES, LLC NETWORK THERAPY SERVICES, LLC 401(K) PLAN | BLOOMINGTON MN | 326 | $12.7M | $188K |
