Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 119 U.S. retirement plans report holding T.Rowe Price Retirement 2050 Fund Mutual Fund in their Schedule of Assets, totaling $307.3M 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 | $20.1M |
| 2 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $18.9M |
| 3 | FUTURE US INC FUTURE US 401K PLAN |
NEW YORK NY |
| 711 |
| $65.7M |
| $13.9M |
| 4 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $12.4M |
| 5 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 580 | $149.3M | $11.6M |
| 6 | STARWOOD HEADQUARTERS, L.L.C STARWOOD HEADQUARTERS, L.L.C. 401(K) PROFIT SHARING PLAN | GREENWICH CT | 353 | $109.5M | $10.6M |
| 7 | CARECENTRIX, INC. CARECENTRIX, INC. RETIREMENT SAVINGS PLAN | HARTFORD CT | 1,732 | $112.2M | $8.8M |
| 8 | DEKA RESEARCH & DEVELOPMENT CORP. DEKA RESEARCH & DEVELOPMENT CORP. 401(K) PLAN | MANCHESTER NH | 967 | $123.2M | $8.7M |
| 9 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN | SEATTLE WA | 2,573 | $255.5M | $8.0M |
| 10 | TOYO TIRE HOLDINGS OF AMERICAS INC. TOYO RETIREMENT PLAN | COSTA MESA CA | 2,293 | $120.9M | $6.9M |
