Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 98 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2060 Fund in their Schedule of Assets, totaling $141.4M 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 | $14.9M |
| 2 | SILVER CROSS HOSPITAL & MEDICAL CENTERS SILVER CROSS HOSPITAL & MEDICAL CENTERS EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | NEW LENOX IL | 3,336 | $294.9M | $11.6M |
| 3 | DUNCAN AVIATION, INC. |
LINCOLN NE |
| 2,985 |
| $446.1M |
| $8.8M |
| 4 | ZOCDOC, INC. ZOCDOC RETIREMENT SAVINGS PLAN | NEWYORK NY | 646 | $60.0M | $8.5M |
| 5 | PANDUIT CORP. PANDUIT 401(K) AND PROFIT SHARING PLAN | TINLEY PARK IL | 1,550 | $692.2M | $7.2M |
| 6 | GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN | REDWOOD CITY CA | 637 | $264.3M | $6.6M |
| 7 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $5.5M |
| 8 | KRATOS DEFENSE & SECURITY SOLUTIONS, INC KRATOS DEFENSE & SECURITY SOLUTIONS, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | SAN DIEGO CA | 3,297 | $534.3M | $5.3M |
| 9 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $3.9M |
| 10 | AVNET, INC. AVNET 401(K) PLAN | PHOENIX AZ | 2,753 | $624.3M | $3.8M |
