Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 570 retirement plans report an interest in this investment, totaling $4.5B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 22 name variants: T Rowe Price Retirement 2020 Trust, T Rowe Price Retirement 2020 TR K, T Rowe Price Retirement 2020, T Rowe Price Retirement 2020 Tr-c, T Rowe Price Retirement 2020 Tr-b, T Rowe Price Retirement 2020 Tr-k, T Rowe Price Retirement 2020 Fund, T Rowe Price Retirement 2020 Tr-j, +14 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 2020 TRUST | LAS VEGAS NV | — | $416.9M | $416.8M |
| 2 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $373.9M |
| 3 | SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | MORRISTOWN NJ | 0 | $8.5B | $310.6M |
| 4 | MANUFACTURERS AND TRADERS TRUST CO. M & T BANK CORPORATION RETIREMENT SAVINGS PLAN | BUFFALO NY | 22,296 | $5.2B | $164.6M |
| 5 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $120.1M |
| 6 | SEMPRA SEMPRA SAVINGS MASTER TRUST | SAN DIEGO CA | — | $5.6B | $103.5M |
| 7 | HILTON DOMESTIC OPERATING COMPANY, INC. HILTON 401(K) PLAN | MCLEAN VA | 27,725 | $2.3B | $100.3M |
| 8 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $86.4M |
| 9 | BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN | NEWTOWN SQUARE PA | 28,341 | $7.3B | $61.5M |
| 10 | PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD CT | 5,862 | $1.7B | $58.5M |
