Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T.Rowe Price Retirement 2065 Fund Common/Collective Trust in their Schedule of Assets, totaling $11.8M 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 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $5.1M |
| 2 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN | FREMONT CA | 7,856 | $896.1M | $2.7M |
| 3 | HONDA LOGISTICS NORTH AMERICA, INC. HONDA LOGISTICS NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN |
EAST LIBERTY OH |
| 3,565 |
| $78.2M |
| $1.2M |
| 4 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $973K |
| 5 | WOVEN BY TOYOTA, U.S., INC. WOVEN BY TOYOTA, U.S., INC. 401(K) PLAN | PALO ALTO CA | 521 | $76.2M | $460K |
| 6 | FORTRA, LLC FORTRA, LLC 401(K) SAVINGS PLAN | EDEN PRAIRIE MN | 1,221 | $206.9M | $332K |
| 7 | DAY PITNEY LLP DAY PITNEY PROFIT SHARING AND 401(K) PLAN | PARSIPPANY NJ | 650 | $375.6M | $187K |
| 8 | A. M. CASTLE & CO. A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 414 | $101.5M | $185K |
| 9 | VIRGINIA TILE COMPANY, LLC VIRGINIA TILE COMPANY 401(K) PLAN | LIVONIA MI | 352 | $33.4M | $166K |
| 10 | HELZBERG DIAMOND SHOPS LLC HELZBERG DIAMONDS SAVINGS PLAN | NORTH KANSAS CITY MO | 1,965 | $135.0M | $151K |
