Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding TRwPr Retirement 2030 Fund I Registered Investment Company in their Schedule of Assets, totaling $51.8M 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 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $6.4M |
| 2 | WEIRTON MEDICAL CENTER WEIRTON MEDICAL CENTER SUPPLEMENTAL RETIREMENT INCOME PLAN | WEIRTON WV | 1,341 | $60.6M | $5.7M |
| 3 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST |
PALO ALTO CA |
| 440 |
| $44.8M |
| $4.7M |
| 4 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $4.3M |
| 5 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE | ALBANY NY | 1,887 | $106.3M | $3.9M |
| 6 | REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT MO | 830 | $27.6M | $3.2M |
| 7 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $3.2M |
| 8 | ARC INTL. NORTH AMERICA, LLC ARC INTERNATIONAL NORTH AMERICA 401K RETIREMENT | MILLVILLE NJ | 655 | $80.2M | $3.0M |
| 9 | HERMANSON COMPANY, LLP EAGLE 2 ENTERPRISES, LLC 401(K) PLAN | KENT WA | 232 | $34.4M | $2.7M |
| 10 | METRO INFECTIOUS DISEASE CONSULTANT METRO INFECTIOUS DISEASE CONSULTANTS, LLC PROFIT | BURR RIDGE IL | 558 | $101.6M | $2.6M |
