Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TROWE PRICE RETIREMENT 2030 I Registered Investment Company in their Schedule of Assets, totaling $39.6M 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 | MOFFATT & NICHOL MOFFATT & NICHOL 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 1,024 | $230.4M | $10.3M |
| 2 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $8.5M |
| 3 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN |
HORSHAM PA |
| 462 |
| $81.0M |
| $4.1M |
| 4 | OLATHE FORD SALES, INC. OLATHE FORD 401(K) PLAN | OLATHE KS | 346 | $17.3M | $3.9M |
| 5 | COLOR-ART PALETTE, INC. COLOR-ART PALETTE, INC. EMPLOYEES PROFIT SHARING PLAN | ST. LOUIS MO | 192 | $26.3M | $3.7M |
| 6 | THERMON, INC. THERMON INC. 401(K) PLAN | AUSTIN TX | 663 | $70.9M | $3.3M |
| 7 | WARE MALCOMB WARE MALCOMB 401(K) PLAN | IRVINE CA | 529 | $53.7M | $2.2M |
| 8 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES | NEW YORK NY | 540 | $176.8M | $1.7M |
| 9 | KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. 401(K) PROFIT SHARING PLAN | ERIE PA | 87 | $41.9M | $1.7M |
