Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding T.Rowe Price Retirement 2045 Fund Mutual Fund in their Schedule of Assets, totaling $332.3M 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 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $23.1M |
| 2 | BOOMI, LP BOOMI, LP 401(K) PLAN | CONSHOHOCKEN PA | 877 | $152.8M | $22.3M |
| 3 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN |
MADISON WI |
| 1,521 |
| $418.4M |
| $20.1M |
| 4 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $16.1M |
| 5 | CARECENTRIX, INC. CARECENTRIX, INC. RETIREMENT SAVINGS PLAN | HARTFORD CT | 1,732 | $112.2M | $14.0M |
| 6 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $11.3M |
| 7 | SCIENTIFIC RESEARCH CORPORATION SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,850 | $264.4M | $9.3M |
| 8 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN | SEATTLE WA | 2,573 | $255.5M | $9.2M |
| 9 | ANCHOR QEA, INC. ANCHOR QEA 401(K) PLAN | SEATTLE WA | 525 | $110.0M | $8.8M |
| 10 | BRYANT & STRATTON COLLEGE, INC. BRYANT & STRATTON COLLEGE 401(K) SAVINGS PLAN | ORCHARD PARK NY | 1,260 | $85.0M | $7.4M |
