Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price Retirement 2045 Mutual funds in their Schedule of Assets, totaling $27.3M 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 | ANDERSON MERCHANDISERS, LLC ANDERSON MERCHANDISERS EMPLOYEE 401(K) PROFIT SHARING PLAN | PLANO TX | 2,442 | $108.9M | $11.6M |
| 2 | CRISPIN, PORTER+ BOGUSKY, LLC CRISPIN, PORTER+ BOGUSKY LLC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 0 | $0 | $3.3M |
| 3 | O'HAGAN MEYER LLC |
CHICAGO IL |
| 513 |
| $34.2M |
| $2.7M |
| 4 | IMAX CORPORATION IMAX CORPORATION 401(K) RETIREMENT PLAN | LOS ANGELES CA | 272 | $40.7M | $2.4M |
| 5 | ARCHROMA U.S., INC. ARCHROMA RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 179 | $38.8M | $1.6M |
| 6 | BURGESS PIGMENT COMPANY BURGESS PIGMENT COMPANY 401K PROFIT SHARING PLAN | SANDERSVILLE GA | 122 | $37.1M | $1.3M |
| 7 | TRUVISTA COMMUNICATIONS, INC. TRUVISTA 401(K) RETIREMENT PLAN | CHESTER SC | 273 | $30.8M | $1.1M |
| 8 | TH2 CONNECT LLC TH2 CONNECT LLC 401(K) RETIREMENT PLAN | CINCINNATI OH | 45 | $5.8M | $905K |
| 9 | RANCHO VALENCIA RESORT PARTNERS,LLC RANCHO VALENCIA RESORT & SPA 401(K) PLAN | RANCHO SANTA FE CA | 325 | $10.1M | $749K |
| 10 | POWERHOUSE ELECTRICAL SERVICES, INC. POWERHOUSE ELECTRICAL SERVICES, INC. 401(K) PLAN | PFLUGERVILLE TX | 208 | $3.5M | $616K |
