Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2035 Fund in their Schedule of Assets, totaling $461.6M 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 | SILVER CROSS HOSPITAL & MEDICAL CENTERS SILVER CROSS HOSPITAL & MEDICAL CENTERS EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | NEW LENOX IL | 3,336 | $294.9M | $42.6M |
| 2 | POWELL INDUSTRIES, INC. POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN | HOUSTON TX | 2,164 | $252.3M | $29.4M |
| 3 | UNDER ARMOUR, INC. |
BALTIMORE MD |
| 12,621 |
| $382.2M |
| $28.3M |
| 4 | PANDUIT CORP. PANDUIT 401(K) AND PROFIT SHARING PLAN | TINLEY PARK IL | 1,550 | $692.2M | $28.3M |
| 5 | AVNET, INC. AVNET 401(K) PLAN | PHOENIX AZ | 2,753 | $624.3M | $26.0M |
| 6 | PHYSICIANS FOR WOMEN'S HEALTH, LLC PHYSICIANS FOR WOMEN'S HEALTH, LLC SAVINGS AND RETIREMENT PLAN | ROCKY HILL CT | 1,210 | $212.6M | $15.4M |
| 7 | MERCURY SYSTEMS, INC. MERCURY EMPLOYEES RETIREMENT INVESTMENT TRUST | ANDOVER MA | 2,246 | $475.6M | $14.3M |
| 8 | GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN | REDWOOD CITY CA | 637 | $264.3M | $14.3M |
| 9 | OIL STATES INTERNATIONAL, INC. OIL STATES INTERNATIONAL, INC. RETIREMENT PLAN | HOUSTON TX | 1,613 | $252.8M | $14.2M |
| 10 | DUNCAN AVIATION, INC. DUNCAN AVIATION, INC. 401(K) RETIREMENT PLAN | LINCOLN NE | 2,985 | $446.1M | $11.4M |
