Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Common/collective trust in their Schedule of Assets, totaling $216.0M 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 | DANONE NORTH AMERICA PUBLIC BENEFIT CORPORATION DANONE U.S. 401(K) PLAN | WHITE PLAINS NY | 5,415 | $772.6M | $72.4M |
| 2 | JELD-WEN HOLDING, INC. JELD-WEN 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 8,820 | $517.6M | $67.4M |
| 3 | PETSMART, LLC PETSMART, INC. SAVESMART 401(K) PLAN |
PHOENIX AZ |
| 46,794 |
| $667.2M |
| $62.2M |
| 4 | BEL BRANDS USA BEL BRANDS USA 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 729 | $79.6M | $7.7M |
| 5 | BAKER & TAYLOR, LLC BAKER & TAYLOR RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,092 | $73.1M | $6.3M |
