Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 653 retirement plans report an interest in this investment, totaling $9.8B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 22 name variants: T Rowe Price Retirement 2050 Trust, T Rowe Price Retirement 2050 TR, T Rowe Price Retirement 2050 TR K, T Rowe Price Retirement 2050, T Rowe Price Retirement 2050 Tr-c, T Rowe Price Retirement 2050 Tr-b, T Rowe Price Retirement 2050 Tr-k, T Rowe Price Retirement 2050 Fund, +14 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 | $1.1B |
| 2 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2050 TRUST | LAS VEGAS NV | — | $756.0M | $754.8M |
| 3 | SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | MORRISTOWN NJ | 0 | $8.5B | $393.7M |
| 4 | SEMPRA SEMPRA SAVINGS MASTER TRUST | SAN DIEGO CA | — | $5.6B | $316.1M |
| 5 | 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 | $254.5M |
| 6 | ALDI INC. ALDI INC. RETIREMENT SAVINGS PLAN | BATAVIA IL | 52,764 | $2.1B | $244.6M |
| 7 | 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 |
| 8 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $173.2M |
| 9 | CARMAX, INC. CARMAX, INC. RETIREMENT SAVINGS PLAN | RICHMOND VA | 29,008 | $1.8B | $170.5M |
| 10 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $169.3M |
