Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 669 retirement plans report an interest in this investment, totaling $4.0B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 22 name variants: T Rowe Price Retirement 2060 Trust, T Rowe Price Retirement 2060 TR K, T Rowe Price Retirement 2060 TR, T Rowe Price Retirement 2060, T Rowe Price Retirement 2060 Tr-c, T Rowe Price Retirement 2060 Tr-b, T Rowe Price Retirement 2060 Tr-k, T Rowe Price Retirement 2060 TR J, +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 | $719.1M |
| 2 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST T. ROWE PRICE RETIREMENT DATE 2060 TRUST | LAS VEGAS NV | — | $287.0M | $285.9M |
| 3 | ALDI INC. ALDI INC. RETIREMENT SAVINGS PLAN | BATAVIA IL | 52,764 | $2.1B | $224.8M |
| 4 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $102.0M |
| 5 | SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | MORRISTOWN NJ | 0 | $8.5B | $100.9M |
| 6 | 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 | $88.1M |
| 7 | MANUFACTURERS AND TRADERS TRUST CO. M & T BANK CORPORATION RETIREMENT SAVINGS PLAN | BUFFALO NY | 22,296 | $5.2B | $78.3M |
| 8 | BDO USA, P.C. BDO USA RETIREMENT PLAN | CHICAGO IL | 9,138 | $1.9B | $77.6M |
| 9 | CARMAX, INC. CARMAX, INC. RETIREMENT SAVINGS PLAN | RICHMOND VA | 29,008 | $1.8B | $72.0M |
| 10 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $69.1M |
