Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VALIC T. Rowe Price Rtmt 2060 in their Schedule of Assets, totaling $28.4M 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 | NAVICENT HEALTH, INC. NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN | MACON GA | 6,778 | $575.0M | $23.2M |
| 2 | BLUE RIDGE HEALTHCARE SYSTEM BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN | MORGANTON NC | 2,422 | $113.3M | $5.2M |
