Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 604 retirement plans report an interest in this investment, totaling $9.2B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 21 name variants: T Rowe Price Retirement 2025 Trust, T Rowe Price Retirement 2025 TR K, T Rowe Price Retirement 2025, T Rowe Price Retirement 2025 Tr-c, T Rowe Price Retirement 2025 Tr-b, T Rowe Price Retirement 2025 Tr-k, T Rowe Price Retirement 2025 TR J, T Rowe Price Retirement 2025 TR C, +13 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $816.7M |
| 2 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2025 TRUST | LAS VEGAS NV | — | $780.7M | $779.6M |
| 3 | SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | MORRISTOWN NJ | 0 | $8.5B | $662.2M |
| 4 | MANUFACTURERS AND TRADERS TRUST CO. M & T BANK CORPORATION RETIREMENT SAVINGS PLAN | BUFFALO NY | 22,296 | $5.2B | $272.2M |
| 5 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $254.2M |
| 6 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $253.7M |
| 7 | SEMPRA SEMPRA SAVINGS MASTER TRUST | SAN DIEGO CA | — | $5.6B | $214.5M |
| 8 | HILTON DOMESTIC OPERATING COMPANY, INC. HILTON 401(K) PLAN | MCLEAN VA | 27,725 | $2.3B | $212.2M |
| 9 | EMCOR GROUP, INC. EMCOR GROUP, INC. 401(K) SAVINGS PLAN | NORWALK CT | 12,965 | $1.7B | $112.5M |
| 10 | SIX CONTINENTS HOTELS, INC. IHG 401(K) SAVINGS AND RETIREMENT PLAN | ATLANTA GA | 11,055 | $1.1B | $102.6M |
