Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retire 2040 - in their Schedule of Assets, totaling $6.6M 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 | CRITEO CORPORATION CRITEO CORPORATION 401(K) RETIREMENT PLAN | NEW YORK NY | 655 | $133.4M | $6.0M |
| 2 | CLM CENTER FOR LIFE MANAGEMENT CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN | DERRY NH | 331 | $11.9M | $466K |
| 3 | SHIPWELL, INC. SHIPWELL, INC. 401(K) PLAN |
AUSTIN TX |
| 46 |
| $4.5M |
| $139K |
