Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2010 in their Schedule of Assets, totaling $11.9M 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 | THE BEACON MUTUAL INSURANCE COMPANY BEACON MUTUAL INSURANCE COMPANY 401(K) PLAN | WARWICK RI | 155 | $108.4M | $3.4M |
| 2 | ANSYS, INC. ANSYS, INC. EMPLOYEES' RETIREMENT PROGRAM | CANONSBURG PA | 2,487 | $945.3M | $1.7M |
| 3 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS RETIREMENT PLAN |
ST. PAUL MN |
| 2,605 |
| $459.7M |
| $945K |
| 4 | MAPLE ISLAND, INC./F.H. STOLTZE LAND & LUMBER CO. MAPLE ISLAND, INC./F.H. STOLTZE 401(K) SAVINGS PLAN | NORTH ST. PAUL MN | 151 | $25.8M | $529K |
| 5 | NATIONAL ASSOCIATION OF REALTORS NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN | CHICAGO IL | 521 | $139.6M | $517K |
| 6 | APEX TOOL GROUP, LLC APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN | SPARKS MD | 1,196 | $276.3M | $448K |
| 7 | TATA AMERICA INTERNATIONAL CORPORATION TCS 401(K) PLAN | EDISON NJ | 48,941 | $2.4B | $369K |
| 8 | DXP ENTERPRISES, INC. DXP ENTERPRISES, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 2,901 | $250.1M | $337K |
| 9 | SH GROUP, INC. SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 548 | $140.7M | $327K |
| 10 | THE BALDWIN SCHOOL THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN | BRYN MAWR PA | 215 | $42.0M | $303K |
