Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding T.Rowe Price Retirement 2055 Mutual fund in their Schedule of Assets, totaling $111.8M 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 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN | BELLEVUE WA | 862 | $228.5M | $22.3M |
| 2 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $16.2M |
| 3 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN |
ATLANTA GA |
| 2,042 |
| $276.6M |
| $9.6M |
| 4 | HOUSTON HEALTHCARE HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN | WARNER ROBINS GA | 2,427 | $124.0M | $7.7M |
| 5 | SRC HOLDINGS CORPORATION SRC EMPLOYEES SAVINGS TRUST | SPRINGFIELD MO | 1,355 | $115.9M | $4.7M |
| 6 | VIRTUSA CORPORATION VIRTUSA CORPORATION 401(K) PLAN | SOUTHBOROUGH MA | 2,675 | $166.2M | $3.9M |
| 7 | LULUS FASHION LOUNGE HOLDINGS INC LULUS FASHION LOUNGE 401K PLAN | CHICO CA | 559 | $17.9M | $3.8M |
| 8 | RITE-SOLUTIONS, INC. RITE-SOLUTIONS SAVINGS & INVESTMENT PLAN | PAWCATUCK CT | 477 | $63.8M | $3.4M |
| 9 | KUMON NORTH AMERICA, INC. KUMON NORTH AMERICA, INC. 401(K) PLAN | RUTHERFORD NJ | 294 | $69.3M | $2.9M |
| 10 | ROBINSON HELICOPTER COMPANY INC. ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN | TORRANCE CA | 1,285 | $123.3M | $2.6M |
