Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 663 retirement plans report an interest in this investment, totaling $7.3B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 22 name variants: T Rowe Price Retirement 2055 Trust, T Rowe Price Retirement 2055 TR, T Rowe Price Retirement 2055 TR K, T Rowe Price Retirement 2055, T Rowe Price Retirement 2055 Tr-c, T Rowe Price Retirement 2055 Tr-b, T Rowe Price Retirement 2055 Tr-k, T Rowe Price Retirement 2055 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 | $1.4B |
| 2 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2055 TRUST | LAS VEGAS NV | — | $570.7M | $569.6M |
| 3 | ALDI INC. ALDI INC. RETIREMENT SAVINGS PLAN | BATAVIA IL | 52,764 | $2.1B | $296.3M |
| 4 | SEMPRA SEMPRA SAVINGS MASTER TRUST | SAN DIEGO CA | — | $5.6B | $222.1M |
| 5 | SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | MORRISTOWN NJ | 0 | $8.5B | $215.2M |
| 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 | $163.4M |
| 7 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $140.0M |
| 8 | CREDIT SUISSE SECURITIES USA LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE | NEW YORK NY | 9 | $5.4B | $134.3M |
| 9 | CARMAX, INC. CARMAX, INC. RETIREMENT SAVINGS PLAN | RICHMOND VA | 29,008 | $1.8B | $128.7M |
| 10 | MANUFACTURERS AND TRADERS TRUST CO. M & T BANK CORPORATION RETIREMENT SAVINGS PLAN | BUFFALO NY | 22,296 | $5.2B | $125.2M |
