Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Class I in their Schedule of Assets, totaling $2.1M 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 | INSPIRA HEALTH NETWORK MEDICAL GROUP, P.C. INSPIRA MEDICAL GROUP 401(K) PLAN | BRIDGETON NJ | 231 | $30.5M | $1.2M |
| 2 | MONTEREY PENINSULA HORTICULTURE, INC. MONTEREY PENINSULA HORTICULTURE, INC. 401(K) PLAN | SALINAS CA | 210 | $7.7M | $368K |
| 3 | ORLEANS COMMUNITY HEALTH |
MEDINA NY |
| 352 |
| $18.4M |
| $298K |
| 4 | TAR HEEL CAPITAL CORPORATION NO. 2 TAR HEEL CAPITAL CORPORATION NO. 2 EMPLOYEES SAVINGS PLUS PLAN | BOONE NC | 1,209 | $8.7M | $213K |
