Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Funds T. Rowe Price Retirement 2040 Fund in their Schedule of Assets, totaling $16.8M 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 | INTERMOUNTAIN POWER SERVICE CORPORATION SAVINGS PLAN FOR EMPLOYEES OF INTERMOUNTAIN POWER SERVICE CORPORATION | DELTA UT | 246 | $113.4M | $5.8M |
| 2 | BROWN STRAUSS, INC. BROWN STRAUSS, INC. 401(K) SAVINGS PLAN | AURORA CO | 207 | $30.2M | $4.4M |
| 3 | NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS |
WASHINGTON DC |
| 504 |
| $37.4M |
| $4.0M |
| 4 | VARIDESK, LLC VARIDESK, LLC 401(K) PLAN | COPPELL TX | 186 | $13.3M | $1.0M |
| 5 | MAPAL INC. MAPAL INC. OFFICE 401(K) PLAN | PORT HURON MI | 119 | $17.0M | $889K |
| 6 | EXPRESSPOINT TECHNOLOGY EXPRESSPOINT TECHNOLOGY SERVICES, INC. 401(K) PLAN | EL PASO TX | 106 | $11.9M | $595K |
