Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding T. Rowe Price Retirement 2050 Fund Registered investment company in their Schedule of Assets, totaling $55.7M 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 | FOUNDATION HEALTH PARTNERS FOUNDATION HEALTH PARTNERS 401(K) PLAN | FAIRBANKS AK | 1,911 | $211.9M | $14.8M |
| 2 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $6.3M |
| 3 | WIDEORBIT LLC WIDEORBIT LLC 401(K) PLAN |
NEW YORK NY |
| 339 |
| $81.4M |
| $5.8M |
| 4 | PROPELLER PROPELLER 401(K) PROFIT SHARING PLAN TRUST | PORTLAND OR | 145 | $22.5M | $4.4M |
| 5 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $4.4M |
| 6 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN | LEBANON NH | 387 | $76.2M | $4.0M |
| 7 | SAGENET LLC SAGENET 401(K) PLAN | TULSA OK | 447 | $69.4M | $3.2M |
| 8 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $2.4M |
| 9 | KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA WA | 230 | $19.5M | $2.2M |
| 10 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $2.1M |
