Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TRP Retirement 2030 in their Schedule of Assets, totaling $33.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $18.8M |
| 2 | NORTHWESTERN COUNSELING AND SUPPORT SERVICES, INC. NORTHWESTERN COUNSELING AND SUPPORT SERVICES TAX DEFERRED ANNUITY | ST. ALBANS VT | 479 | $36.9M | $4.2M |
| 3 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN |
NY NY |
| 377 |
| $110.5M |
| $3.2M |
| 4 | NATURAL ALTERNATIVES INTERNATIONAL, INC. NATURAL ALTERNATIVES PARTNERSHIP FOR PROFITS PLAN | CARLSBAD CA | 224 | $21.4M | $2.5M |
| 5 | CSI IT, LLC CONSULTING SOLUTIONS 401(K) PLAN | JACKSONVILLE FL | 877 | $24.1M | $1.5M |
| 6 | RAINBOW GROCERY COOPERATIVE, INC. RAINBOW GROCERY COOPERATIVE, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 186 | $31.4M | $1.2M |
| 7 | ASPIRE MRO, LLC ASPIRE MRO, LLC 401K PLAN | FT WORTH TX | 238 | $12.2M | $815K |
| 8 | CREATIVE LABS, INC. CREATIVE HOLDINGS 401(K) PLAN | MILPITAS CA | 6 | $26.1M | $676K |
| 9 | SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. SDPMNA SAVINGS AND RETIREMENT PLAN | SUWANEE GA | 110 | $23.8M | $347K |
| 10 | CONTROL POINT ASSOCIATES, INC. CONTROL POINT ASSOCIATES, INC. 401(K) PLAN | WARREN NJ | 193 | $17.8M | $122K |
