Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding TRwPr Retirement 2060 Fund I Registered Investment Company in their Schedule of Assets, totaling $24.5M 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 | BEUSA ENERGY, LLC BEUSA ENERGY 401(K) PLAN | THE WOODLANDS TX | 1,191 | $69.0M | $4.8M |
| 2 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE | ALBANY NY | 1,887 | $106.3M | $3.2M |
| 3 | EUCLID INSURANCE SERVICES, INC. EUCLID INSURANCE SERVICES, INC. 401K PLAN |
ITASCA IL |
| 175 |
| $33.2M |
| $2.0M |
| 4 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $1.9M |
| 5 | TITUS-WILL TITUS-WILL RETIREMENT SAVINGS PLAN | TACOMA WA | 512 | $37.1M | $1.7M |
| 6 | ARC INTL. NORTH AMERICA, LLC ARC INTERNATIONAL NORTH AMERICA 401K RETIREMENT | MILLVILLE NJ | 655 | $80.2M | $1.6M |
| 7 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $1.2M |
| 8 | WEIRTON MEDICAL CENTER WEIRTON MEDICAL CENTER SUPPLEMENTAL RETIREMENT INCOME PLAN | WEIRTON WV | 1,341 | $60.6M | $1.0M |
| 9 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $920K |
| 10 | REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT MO | 830 | $27.6M | $910K |
