Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T.Rowe Price Retirement 2005 Fund Common/Collective Trust in their Schedule of Assets, totaling $11.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $2.5M |
| 2 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $2.3M |
| 3 | HELZBERG DIAMOND SHOPS LLC HELZBERG DIAMONDS SAVINGS PLAN |
| 1,965 |
| $135.0M |
| $2.0M |
| 4 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $2.0M |
| 5 | R.C. BIGELOW, INC. BIGELOW TEA EMPLOYEES 401(K) PLAN | FAIRFIELD CT | 444 | $74.6M | $1.5M |
| 6 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN | FREMONT CA | 7,856 | $896.1M | $303K |
| 7 | DAY PITNEY LLP DAY PITNEY PROFIT SHARING AND 401(K) PLAN | PARSIPPANY NJ | 650 | $375.6M | $253K |
| 8 | VIRGINIA TILE COMPANY, LLC VIRGINIA TILE COMPANY 401(K) PLAN | LIVONIA MI | 352 | $33.4M | $67K |
| 9 | THE REGENTS OF MERCERSBURG COLLEGE MERCERSBURG ACADEMY MERCERSBURG ACADEMY 401(K) PLAN | MERCERSBURG PA | 240 | $59.5M | $42K |
| 10 | A. M. CASTLE & CO. A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 414 | $101.5M | $33K |
