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 2045 Mutual fund in their Schedule of Assets, totaling $178.0M 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 | $25.0M |
| 2 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN | BELLEVUE WA | 862 | $228.5M | $20.6M |
| 3 | VIRTUSA CORPORATION VIRTUSA CORPORATION 401(K) PLAN |
SOUTHBOROUGH MA |
| 2,675 |
| $166.2M |
| $15.1M |
| 4 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $12.2M |
| 5 | LF DISTRIBUTION HOLDING INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 478 | $68.6M | $10.1M |
| 6 | CENTRIC BRANDS HOLDING LLC CENTRIC BRANDS 401(K) PLAN | NEW YORK NY | 1,491 | $180.9M | $9.3M |
| 7 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $9.3M |
| 8 | SRC HOLDINGS CORPORATION SRC EMPLOYEES SAVINGS TRUST | SPRINGFIELD MO | 1,355 | $115.9M | $7.1M |
| 9 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN | BALTIMORE MD | 212 | $77.1M | $5.6M |
| 10 | HOUSTON HEALTHCARE HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN | WARNER ROBINS GA | 2,427 | $124.0M | $4.8M |
