Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 104 U.S. retirement plans report holding T.Rowe Price Retirement 2060 Fund Mutual Fund in their Schedule of Assets, totaling $132.6M 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 | $9.5M |
| 2 | DEKA RESEARCH & DEVELOPMENT CORP. DEKA RESEARCH & DEVELOPMENT CORP. 401(K) PLAN | MANCHESTER NH | 967 | $123.2M | $8.0M |
| 3 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN |
MADISON WI |
| 1,521 |
| $418.4M |
| $6.7M |
| 4 | TOYO TIRE HOLDINGS OF AMERICAS INC. TOYO RETIREMENT PLAN | COSTA MESA CA | 2,293 | $120.9M | $5.7M |
| 5 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $5.3M |
| 6 | STRAVA, INC. STRAVA, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 331 | $38.1M | $5.3M |
| 7 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 580 | $149.3M | $5.0M |
| 8 | STARWOOD HEADQUARTERS, L.L.C STARWOOD HEADQUARTERS, L.L.C. 401(K) PROFIT SHARING PLAN | GREENWICH CT | 353 | $109.5M | $4.7M |
| 9 | THE NAVIGATORS NAVIGATORS 403(B) SUPPLEMENTAL RETIREMENT PLAN | COLORADO SPRINGS CO | 2,280 | $120.7M | $4.6M |
| 10 | SPRING VENTURE GROUP, LLC SPRING VENTURE GROUP, LLC 401(K) PLAN | KANSAS CITY MO | 1,228 | $28.4M | $4.5M |
