Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TRP RETIREMENT 2060 in their Schedule of Assets, totaling $11.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $5.0M |
| 2 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN | NY NY | 377 | $110.5M | $3.7M |
| 3 | CSI IT, LLC CONSULTING SOLUTIONS 401(K) PLAN | JACKSONVILLE |
| 877 |
| $24.1M |
| $781K |
| 4 | NATURAL ALTERNATIVES INTERNATIONAL, INC. NATURAL ALTERNATIVES PARTNERSHIP FOR PROFITS PLAN | CARLSBAD CA | 224 | $21.4M | $587K |
| 5 | NORTHWESTERN COUNSELING AND SUPPORT SERVICES, INC. NORTHWESTERN COUNSELING AND SUPPORT SERVICES TAX DEFERRED ANNUITY | ST. ALBANS VT | 479 | $36.9M | $528K |
| 6 | PETERS AUTO SALES, INC. PETER'S AUTO SALES PROFIT SHARING PLAN & TRUST | NASHUA NH | 117 | $11.5M | $201K |
| 7 | SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. SDPMNA SAVINGS AND RETIREMENT PLAN | SUWANEE GA | 110 | $23.8M | $176K |
| 8 | CONTROL POINT ASSOCIATES, INC. CONTROL POINT ASSOCIATES, INC. 401(K) PLAN | WARREN NJ | 193 | $17.8M | $115K |
