Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Collective trust fund in their Schedule of Assets, totaling $1.5B 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 | T-MOBILE USA, INC. T-MOBILE USA, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | BELLEVUE WA | 69,015 | $9.1B | $1.4B |
| 2 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $59.1M |
| 3 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SEATTLE WA |
| 2,992 |
| $1.1B |
| $52.9M |
| 4 | T-MOBILE PUERTO RICO LLC T-MOBILE PUERTO RICO 1165(E) PLAN | BELLEVUE WA | 815 | $70.8M | $8.7M |
| 5 | INTERSECTION PARENT, INC. INTERSECTION PARENT, INC. 401(K) PLAN | NEW YORK NY | 358 | $43.6M | $6.2M |
| 6 | UNITED SERVICE ORGANIZATIONS, INC. UNITED SERVICE ORGANIZATIONS RETIREMENT SAVINGS PLAN | ARLINGTON VA | 671 | $87.6M | $5.9M |
