Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 149 retirement plans report an interest in this investment, totaling $326.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: T Rowe Price Retirement 2035, T Rowe Price Retirement 2035 SA, T Rowe Price Retirement 2035 Fund, T Rowe Price Retirement 2035 ADV. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $329.5M |
| 2 | CREDIT SUISSE SECURITIES USA LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE | NEW YORK NY | 9 | $5.4B | $191.4M |
| 3 | TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597 PIPE FITTERS ASSOCIATION L.U. 597, U.A. 401(K) PLA | CHICAGO IL | 9,410 | $2.5B | $150.3M |
| 4 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $87.4M |
| 5 | CAREFIRST, INC. THE CAREFIRST 401(K) PLAN | OWINGS MILLS MD | 6,286 | $1.1B | $85.4M |
| 6 | TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401K ELECTRICAL WORKERS LOCAL NO. 292 DEFINED CONTRIBUTION AND 401K PLAN | BROOKLYN PARK MN | 5,698 | $1.2B | $39.3M |
| 7 | CARESTREAM HEALTH, INC. CARESTREAM HEALTH, INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 1,004 | $406.2M | $38.7M |
| 8 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $34.2M |
| 9 | ALYESKA PIPELINE SERVICE COMPANY ALYESKA PIPELINE SERVICE COMPANY SAVINGS AND INVESTMENT PLAN FOR OPERATING COMPANY EMPLOYEES | ANCHORAGE AK | 729 | $405.0M | $22.5M |
| 10 | JT BRD TRUSTEES PLUMBERS & PIPEFITTERS PLUMBERS & PIPEFITTERS LOCAL 152 RETIREMENT ANNUIT | ONA WV | 2,851 | $75.0M | $15.4M |
