Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 106 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2055 Fund in their Schedule of Assets, totaling $277.7M 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 | UNDER ARMOUR, INC. UNDER ARMOUR 401(K) PLAN | BALTIMORE MD | 12,621 | $382.2M | $45.2M |
| 2 | GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN | REDWOOD CITY CA | 637 | $264.3M | $15.5M |
| 3 | SILVER CROSS HOSPITAL & MEDICAL CENTERS |
NEW LENOX IL |
| 3,336 |
| $294.9M |
| $15.3M |
| 4 | QUORUM BUSINESS SOLUTIONS (U.S.A.), INC. QUORUM BUSINESS SOLUTIONS (U.S.A.), INC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 573 | $140.0M | $14.4M |
| 5 | APPLIED SYSTEMS, INC. APPLIED SYSTEMS, INC. RETIREMENT SAVINGS PLAN | UNIVERSITY PARK IL | 1,704 | $225.8M | $12.2M |
| 6 | DUNCAN AVIATION, INC. DUNCAN AVIATION, INC. 401(K) RETIREMENT PLAN | LINCOLN NE | 2,985 | $446.1M | $11.0M |
| 7 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $9.8M |
| 8 | PANDUIT CORP. PANDUIT 401(K) AND PROFIT SHARING PLAN | TINLEY PARK IL | 1,550 | $692.2M | $8.5M |
| 9 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $8.1M |
| 10 | OIL STATES INTERNATIONAL, INC. OIL STATES INTERNATIONAL, INC. RETIREMENT PLAN | HOUSTON TX | 1,613 | $252.8M | $6.5M |
