Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retire 2040 Fund " in their Schedule of Assets, totaling $52.8M 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 | BUTLER MACHINERY COMPANY BUTLER MACHINERY COMPANY RETIREMENT PLAN | FARGO ND | 954 | $231.4M | $25.0M |
| 2 | BD OF TRUSTEES AUTOMOBILE MECHANICS LOCAL NO 701 DEFINED CONTRIBUTION MECHANICS LOCAL NO. 701 DEFINED CONTRIBUTION 401(K | BURR RIDGE IL | 4,321 | $82.9M | $10.1M |
| 3 | RHODE ISLAND SCHOOL OF DESIGN |
PROVIDENCE RI |
| 1,446 |
| $277.4M |
| $9.1M |
| 4 | TRUSTEES OF HAMPSHIRE COLLEGE HAMPSHIRE COLLEGE 403(B) RETIREMENT PLAN | AMHERST MA | 258 | $160.5M | $4.8M |
| 5 | MERCY UNIVERSITY MERCY UNIVERSITY RETIREMENT PLAN | DOBBS FERRY NY | 785 | $121.4M | $2.1M |
| 6 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $1.0M |
| 7 | O & W, INC. O & W, INC. 401(K) RETIREMENT PLAN | YPSILANTI MI | 173 | $18.6M | $623K |
| 8 | SHOWA BOSTON INSTITUTE FOR LANGUAGE AND CULTURE, INC SHOWA BOSTON INSTITUTE FOR LANGUAGE AND CULTURE, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 94 | $16.6M | $119K |
