Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding T.Rowe Price Retirement 2035 Mutual fund in their Schedule of Assets, totaling $155.9M 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 | $19.8M |
| 2 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $8.1M |
| 3 | THE ANNIE E. CASEY FOUNDATION, INC. |
BALTIMORE MD |
| 212 |
| $77.1M |
| $7.4M |
| 4 | RIVERSTONE RESOURCES LLC THE INDIVIDUAL RETIREMENT PLAN OF RIVERSTONE RESOURCES LLC | MANCHESTER NH | 426 | $141.0M | $7.3M |
| 5 | LF DISTRIBUTION HOLDING INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 478 | $68.6M | $7.3M |
| 6 | ARGUS MANAGEMENT COMPANY LLC PROHEALTH PARTNERS/ARGUS MEDICAL MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN | CYPRESS CA | 677 | $58.2M | $7.1M |
| 7 | CENTRIC BRANDS HOLDING LLC CENTRIC BRANDS 401(K) PLAN | NEW YORK NY | 1,491 | $180.9M | $7.1M |
| 8 | SRC HOLDINGS CORPORATION SRC EMPLOYEES SAVINGS TRUST | SPRINGFIELD MO | 1,355 | $115.9M | $6.9M |
| 9 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $6.8M |
| 10 | ROBINSON HELICOPTER COMPANY INC. ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN | TORRANCE CA | 1,285 | $123.3M | $6.6M |
