Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding T.Rowe Price Retirement 2005 Fund Mutual Fund in their Schedule of Assets, totaling $9.1M 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 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN | SEATTLE WA | 2,573 | $255.5M | $1.6M |
| 2 | THE NAVIGATORS NAVIGATORS 403(B) SUPPLEMENTAL RETIREMENT PLAN | COLORADO SPRINGS CO | 2,280 | $120.7M | $1.1M |
| 3 | ASCENDANCE TRUCKS NORTH AMERICA, LLC |
HARRISBURG PA |
| 1,160 |
| $61.0M |
| $998K |
| 4 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $921K |
| 5 | NHS MANAGEMENT, LLC NHS AFFILIATED COMPANIES 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 6,151 | $97.2M | $709K |
| 6 | BANKERS TRUST COMPANY BANKERS TRUST COMPANY 401(K) SAVINGS PLAN | DES MOINES IA | 610 | $111.5M | $538K |
| 7 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $416K |
| 8 | PPE CASINO RESORTS MARYLAND LLC LIVE CASINO 401(K) PLAN | HANOVER MD | 4,617 | $80.8M | $349K |
| 9 | BERGSTROM INC BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | ROCKFORD IL | 437 | $63.7M | $344K |
| 10 | PIONEER MANUFACTURING COMPANY, INC. PIONEER MANUFACTURING COMPANY, INC. 401(K) PLAN | CLEVELAND OH | 111 | $22.5M | $260K |
