T Rowe Price Retirement 2040 Trust
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 651 retirement plans report an interest in this investment, totaling $14.5B in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
651
Reported interest (EOY)
$14.5B
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 21 name variants: T Rowe Price Retirement 2040 Trust, T Rowe Price Retirement 2040 TR K, T Rowe Price Retirement 2040 TR, T Rowe Price Retirement 2040, T Rowe Price Retirement 2040 Tr-k, T Rowe Price Retirement 2040 Tr-c, T Rowe Price Retirement 2040 Fund, T Rowe Price Retirement 2040 Tr-b, +13 more. Counts combine all variants of the same investment.
Plans holding T Rowe Price Retirement 2040 Trustranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 224,320 | $41.5B | $1.8B |
| 2 | SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | MORRISTOWN NJ | 0 | $8.5B | $1.1B |
| 3 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2040 TRUST | LAS VEGAS NV | — | $1.1B | $1.1B |
| 4 | MANUFACTURERS AND TRADERS TRUST CO. M & T BANK CORPORATION RETIREMENT SAVINGS PLAN | BUFFALO NY | 22,296 | $5.2B | $420.8M |
| 5 | SEMPRA SEMPRA SAVINGS MASTER TRUST | SAN DIEGO CA | — | $6.0B | $389.9M |
| 6 | 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 |
| 7 | 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 | $297.2M |
| 8 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $278.8M |
| 9 | PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY PA | 16,634 | $3.4B | $278.0M |
| 10 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $231.5M |
See all 651 plans holding T Rowe Price Retirement 2040 Trust
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