Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18,793 U.S. retirement plans report holding a T. Rowe Price fund in their Schedule of Assets, totaling $427.5B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | T. Rowe Price position |
|---|---|---|---|---|---|
| 1 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $10.4B |
| 2 | THERMO FISHER SCIENTIFIC INC. THERMO FISHER SCIENTIFIC INC. 401(K) RETIREMENT PLAN | PITTSBURGH PA | 52,390 | $10.3B | $7.2B |
| 3 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN |
ERLANGER KY |
| 91,977 |
| $8.8B |
| $6.3B |
| 4 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA 401(K) PLAN | CHARLOTTE NC | 168,229 | $62.9B | $6.0B |
| 5 | T-MOBILE USA, INC. T-MOBILE USA, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | BELLEVUE WA | 69,015 | $9.1B | $5.7B |
| 6 | BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON NJ | 0 | $11.7B | $3.5B |
| 7 | TD BANK US HOLDING COMPANY TD 401(K) RETIREMENT PLAN | PORTLAND ME | 32,012 | $6.0B | $3.4B |
| 8 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $3.2B |
| 9 | MANUFACTURERS AND TRADERS TRUST CO. M & T BANK CORPORATION RETIREMENT SAVINGS PLAN | BUFFALO NY | 22,296 | $5.2B | $2.9B |
| 10 | CACI INTERNATIONAL, INC. THE CACI SMART PLAN | RESTON VA | 23,471 | $3.9B | $2.7B |
