Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding T.Rowe Price Retirement 2025 Mutual fund in their Schedule of Assets, totaling $90.3M 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 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $10.4M |
| 2 | ROBINSON HELICOPTER COMPANY INC. ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN | TORRANCE CA | 1,285 | $123.3M | $6.9M |
| 3 | CENTRIC BRANDS HOLDING LLC |
NEW YORK NY |
| 1,491 |
| $180.9M |
| $6.2M |
| 4 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN | BALTIMORE MD | 212 | $77.1M | $4.1M |
| 5 | ARGUS MANAGEMENT COMPANY LLC PROHEALTH PARTNERS/ARGUS MEDICAL MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN | CYPRESS CA | 677 | $58.2M | $4.0M |
| 6 | SRC HOLDINGS CORPORATION SRC EMPLOYEES SAVINGS TRUST | SPRINGFIELD MO | 1,355 | $115.9M | $3.8M |
| 7 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $3.7M |
| 8 | RIVERSTONE RESOURCES LLC THE INDIVIDUAL RETIREMENT PLAN OF RIVERSTONE RESOURCES LLC | MANCHESTER NH | 426 | $141.0M | $3.7M |
| 9 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $3.6M |
| 10 | YONKERS CONTRACTING COMPANY, INC. YONKERS CONTRACTING COMPANY, INC. PROFIT SHARING AND INCENTIVE SAVINGS PLAN | YONKERS NY | 155 | $47.2M | $3.1M |
