Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 184 U.S. retirement plans report holding T.ROWE PRICE RETIREMENT 2050-R in their Schedule of Assets, totaling $106.4M 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 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $4.9M |
| 2 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $4.1M |
| 3 | PACIFIC PERSONNEL SERVICES, INC PACIFIC PERSONNEL 401K PLAN |
IRVINE CA |
| 1,612 |
| $11.7M |
| $4.0M |
| 4 | FORTRESS BIOTECH INC FORTRESS BIOTECH INC 401K PLAN | BAY HARBOR ISLANDS FL | 106 | $16.9M | $3.7M |
| 5 | BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN | MALVERN PA | 1,417 | $47.1M | $3.1M |
| 6 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $3.0M |
| 7 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $2.8M |
| 8 | UTAH FIRST FEDERAL CREDIT UNION UTAH FIRST FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 87 | $16.7M | $2.7M |
| 9 | EMPLOYEE RETIREMENT PLAN EMPLOYEE RETIREMENT PLAN | RALEIGH NC | 172 | $15.9M | $2.4M |
| 10 | SPANX, LLC SPANX, LLC 401K PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 172 | $25.3M | $2.2M |
