Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 158 retirement plans report an interest in this investment, totaling $618.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price Retirement 2040, T Rowe Price Retirement 2040 SA, T Rowe Price Retirement 2040 Fund, T Rowe Price Retirement 2040 ADV, T Rowe Price Retirement 2040 TR K. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597 PIPE FITTERS ASSOCIATION L.U. 597, U.A. 401(K) PLA | CHICAGO IL | 9,410 | $2.5B | $304.2M |
| 2 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $278.8M |
| 3 | CREDIT SUISSE SECURITIES USA LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE | NEW YORK NY | 9 | $5.4B | $181.7M |
| 4 | CAREFIRST, INC. THE CAREFIRST 401(K) PLAN | OWINGS MILLS MD | 6,286 | $1.1B | $103.9M |
| 5 | BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN | CAPITOL HEIGHTS MD | 5,806 | $522.0M | $80.6M |
| 6 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $72.4M |
| 7 | 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 | $57.9M |
| 8 | CARESTREAM HEALTH, INC. CARESTREAM HEALTH, INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 1,004 | $406.2M | $30.3M |
| 9 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $29.6M |
| 10 | VERIDIAN CREDIT UNION VERIDIAN CREDIT UNION 401(K) PLAN AND TRUST | WATERLOO IA | 1,016 | $198.7M | $28.5M |
