Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Retirement 2035 Trust Class K in their Schedule of Assets, totaling $400.7M 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 | LABORATORY CORPORATION OF AMERICA HOLDINGS LABORATORY CORPORATION OF AMERICA HOLDINGS 401(K) SAVINGS PLAN | BURLINGTON NC | 50,677 | $4.5B | $339.7M |
| 2 | FORTREA INC. FORTREA 401(K) PLAN | DURHAM NC | 4,008 | $606.0M | $52.3M |
| 3 | TRAPAC, LLC TRAPAC 401(K) & RETIREMENT PLAN |
WILMINGTON CA |
| 204 |
| $59.9M |
| $4.6M |
| 4 | LOMBARDO HOMES OF MICHIGAN LLC LOMBARDO 401(K) PLAN | SHELBY TOWNSHIP MI | 262 | $25.3M | $1.6M |
| 5 | SPECIAL TREE, LTD. SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN | ROMULUS MI | 774 | $20.3M | $1.4M |
| 6 | VARSITY LINCOLN INC VARSITY LINCOLN 401(K) PLAN | NOVI MI | 155 | $19.2M | $706K |
| 7 | PROVIDENT, INC. PROVIDENT, INC. RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 117 | $2.5M | $390K |
