Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 156 retirement plans report an interest in this investment, totaling $493.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price Retirement 2050, T Rowe Price Retirement 2050 SA, T Rowe Price Retirement 2050 Fund, T Rowe Price Retirement 2050 FD I, T Rowe Price Retirement 2050 ADV. 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 | $199.0M |
| 2 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $173.2M |
| 3 | CREDIT SUISSE SECURITIES USA LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE | NEW YORK NY | 9 | $5.4B | $152.2M |
| 4 | BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN | CAPITOL HEIGHTS MD | 5,806 | $522.0M | $116.4M |
| 5 | CAREFIRST, INC. THE CAREFIRST 401(K) PLAN | OWINGS MILLS MD | 6,286 | $1.1B | $73.2M |
| 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 | $57.3M |
| 7 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $34.3M |
| 8 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $30.1M |
| 9 | AMERICAN NATIONAL INSURANCE COMPANY AMERICAN NATIONAL 401(K) PLAN | GALVESTON TX | 4,224 | $418.9M | $19.5M |
| 10 | UNITED NATIONS FEDERAL CREDIT UNION UNITED NATIONS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LONG ISLAND CITY NY | 694 | $158.7M | $17.0M |
