Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 114 U.S. retirement plans report holding T.Rowe Price Retirement 2055 Fund Mutual Fund in their Schedule of Assets, totaling $257.9M 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 | BOOMI, LP BOOMI, LP 401(K) PLAN | CONSHOHOCKEN PA | 877 | $152.8M | $18.6M |
| 2 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $15.4M |
| 3 | DEKA RESEARCH & DEVELOPMENT CORP. DEKA RESEARCH & DEVELOPMENT CORP. 401(K) PLAN |
MANCHESTER NH |
| 967 |
| $123.2M |
| $13.5M |
| 4 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $13.1M |
| 5 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 580 | $149.3M | $12.2M |
| 6 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $8.9M |
| 7 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $8.2M |
| 8 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN | SEATTLE WA | 2,573 | $255.5M | $6.4M |
| 9 | CARECENTRIX, INC. CARECENTRIX, INC. RETIREMENT SAVINGS PLAN | HARTFORD CT | 1,732 | $112.2M | $6.1M |
| 10 | CURINOS, INC. CURINOS, INC. 401(K) PLAN | NEW YORK NY | 386 | $73.2M | $5.8M |
