Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 145 U.S. retirement plans report holding TRP Retirement 2060 I in their Schedule of Assets, totaling $93.5M 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 | DEFINITIVE HEALTHCARE, LLC DEFINITIVE HEALTHCARE LLC 401(K) PROFIT SHARING PLAN | FRAMINGHAM MA | 513 | $51.5M | $9.5M |
| 2 | KEARNEY & COMPANY, P.C. KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 1,027 | $116.1M | $5.7M |
| 3 | KLICK USA INC. KLICK USA INC. 401K PLAN |
NEW YORK NY |
| 473 |
| $48.0M |
| $4.0M |
| 4 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $3.7M |
| 5 | LIMINEX, INC. LIMINEX, INC.DBA GOGUARDIAN RETIREMENT TRUST | EL SEGUNDO CA | 390 | $28.4M | $3.5M |
| 6 | WORKATO INC. WORKATO, INC. 401(K) PLAN | PALO ALTO CA | 368 | $29.3M | $3.3M |
| 7 | TARZANA TREATMENT CENTERS, INC. TARZANA TREATMENT CENTERS, INC. TAX DEFERRED SAVINGS PLAN | TARZANA CA | 1,095 | $24.2M | $2.8M |
| 8 | LAZ KARP ASSOCIATES, LLC LAZ KARP ASSOCIATES, LLC 401(K) PLAN | HARTFORD CT | 6,802 | $90.7M | $2.5M |
| 9 | RINGCENTRAL INC RINGCENTRAL INC. | BELMONT CA | 2,023 | $227.6M | $2.4M |
| 10 | RFC LLC VOESTALPINE ROLL FORMING CORPORATION 401(K) SAVINGS PLAN | SHELBYVILLE KY | 992 | $47.9M | $2.3M |
