Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T. Rowe Price Ret 2040 Inv T. Rowe Price 0 in their Schedule of Assets, totaling $15.7M 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 | RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | LOUISVILLE KY | 267 | $62.3M | $4.5M |
| 2 | STOUGHTON HOSPITAL ASSOCIATION STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN | STOUGHTON WI | 410 | $38.1M | $2.3M |
| 3 | MORRIS & DICKSON CO., LLC |
SHREVEPORT LA |
| 538 |
| $75.5M |
| $1.9M |
| 4 | INTERSTATE FOAM & SUPPLY, INC. INTERSTATE FOAM & SUPPLY RET SAVINGS PLAN | CONOVER NC | 447 | $8.0M | $1.4M |
| 5 | CISCO EQUIPMENT RENTALS, LLC CISCO EQUIPMENT 401(K) PROFIT SHARING PLAN | ODESSA TX | 87 | $6.2M | $1.1M |
| 6 | RELIABLE ROBOTICS CORPORATION RELIABLE ROBOTICS CORPORATION 401(K) PLAN | MOUNTAIN VIEW CA | 128 | $10.7M | $942K |
| 7 | EXECUTIVE CABINETRY, LLC EXECUTIVE CABINETRY, LLC 401(K) P/S PLAN | SIMPSONVILLE SC | 422 | $5.4M | $651K |
| 8 | CTM INTEGRATION, INC. CTM INTEGRATION, INC. 401(K) PLAN | SALEM OH | 90 | $13.9M | $528K |
| 9 | SMITH INDUSTRIES, INC. JOSEPH SMITH & SONS, INC. 401(K) PS PLAN | CAPITOL HEIGHTS MD | 484 | $6.2M | $449K |
| 10 | SUPERIOR DIE SET CORPORATION SUPERIOR DIE SET CORP. EMPLOYEES' 401(K) RETIREMENT PLAN | BROOKFIELD WI | 5 | $7.6M | $397K |
