Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 166 U.S. retirement plans report holding TRP Retirement 2030 I in their Schedule of Assets, totaling $269.4M 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 | INTEGRATED POWER SERVICES INTEGRATED POWER SERVICES RETIREMENT SAVINGS PLAN | GREENVILLE SC | 1,990 | $138.1M | $23.3M |
| 2 | ROSEBUD MINING COMPANY ROSEBUD MINING COMPANY 401(K) PLAN | KITTANNING PA | 922 | $235.1M | $13.1M |
| 3 | RINGCENTRAL INC RINGCENTRAL INC. |
BELMONT CA |
| 2,023 |
| $227.6M |
| $10.1M |
| 4 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $9.7M |
| 5 | SAMSON INVESTMENT HOLDING CO. SAMSON INVESTMENT HOLDING CO. RETIREMENT SAVINGS PLAN & TRUST | HIGH POINT NC | 1,134 | $40.6M | $8.2M |
| 6 | LAZ KARP ASSOCIATES, LLC LAZ KARP ASSOCIATES, LLC 401(K) PLAN | HARTFORD CT | 6,802 | $90.7M | $6.9M |
| 7 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $6.8M |
| 8 | DATA ELECTRONIC DEVICES INC. 401(K) PLAN DATA ELECTRONIC DEVICES INC. 401(K) PLAN | SALEM NH | 814 | $33.9M | $6.4M |
| 9 | KEARNEY & COMPANY, P.C. KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 1,027 | $116.1M | $5.8M |
| 10 | THE GOODMAN GROUP, INC. THE GOODMAN GROUP, ITS MEMBERS & AFFIL. RETIREMENT SAVINGS PLAN | CHASKA MN | 3,652 | $79.5M | $5.6M |
