Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 146 U.S. retirement plans report holding T.Rowe Price Retirement 2025 " in their Schedule of Assets, totaling $516.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | US ONCOLOGY CORPORATE, INC. THE US ONCOLOGY CLINICAL PRACTICE 401K PLAN | THE WOODLANDS TX | 6,388 | $1.3B | $76.3M |
| 2 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $31.5M |
| 3 | SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN |
MOBILE AL |
| 1,549 |
| $541.3M |
| $28.8M |
| 4 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 6,427 | $956.2M | $28.4M |
| 5 | US ONCOLOGY CORPORATE, INC. US ONCOLOGY, INC. 401(K) PLAN | THE WOODLANDS TX | 8,107 | $357.5M | $25.5M |
| 6 | TFORCE HOLDINGS USA, INC. TFORCE HOLDINGS USA, INC. 401(K) PLAN | DALLAS TX | 5,574 | $276.4M | $20.3M |
| 7 | CASSIA CASSIA 403(B) RETIREMENT PLAN | EDINA MN | 4,852 | $128.2M | $17.9M |
| 8 | ROPER ST. FRANCIS HEALTHCARE ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN | CHARLESTON SC | 6,783 | $664.5M | $15.7M |
| 9 | SENIOR OPERATIONS LLC SENIOR OPERATIONS LLC 401(K) PROFIT SHARING INVESTMENT PLAN | BARTLETT IL | 2,267 | $358.7M | $14.3M |
| 10 | PACWEST BANCORP PACWEST BANCORP 401(K) PLAN | BREA CA | 2,409 | $231.3M | $10.8M |
