Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 368 retirement plans report an interest in this investment, totaling $343.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 21 name variants: T Rowe Price Retirement 2005 Trust, T Rowe Price Retirement 2005 TR K, T Rowe Price Retirement 2005, T Rowe Price Retirement 2005 Fund, T Rowe Price Retirement 2005 TR J, T Rowe Price Retirement 2005 K, T Rowe Price Retirement 2005 Tr-k, T Rowe Price Retirement 2005 Tr-b, +13 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2005 TRUST | LAS VEGAS NV | — | $29.1M | $28.9M |
| 2 | SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | MORRISTOWN NJ | 0 | $8.5B | $26.4M |
| 3 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $21.9M |
| 4 | PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD CT | 5,862 | $1.7B | $12.9M |
| 5 | BAYHEALTH MEDICAL CENTER, INC. BAYHEALTH MEDICAL CENTER, INC. RETIREMENT AND SAVINGS PLAN | DOVER DE | 4,619 | $539.1M | $12.4M |
| 6 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $9.3M |
| 7 | CONSOLIDATED COMMUNICATIONS, INC. CONSOLIDATED COMMUNICATIONS, INC. 401(K) PLAN | CONROE TX | 2,715 | $1.2B | $9.1M |
| 8 | SEMPRA SEMPRA SAVINGS MASTER TRUST | SAN DIEGO CA | — | $5.6B | $9.0M |
| 9 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C. UMA RETIREMENT PLAN | CHARLESTON SC | 2,775 | $756.3M | $7.6M |
| 10 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $5.7M |
