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 Fund a in their Schedule of Assets, totaling $52.6M 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 | FOREST LAWN MEMORIAL - PARKS & MORTUARIES FOREST LAWN 401(K) PLAN | GLENDALE CA | 1,144 | $149.9M | $21.6M |
| 2 | YOKOHAMA TIRE CORPORATION YOKOHAMA TIRE CORPORATION SALARIED EMPLOYEES' RETIREMENT & SAVINGS PLAN | SALEM VA | 1,318 | $157.2M | $8.0M |
| 3 | FLEXERA SOFTWARE LLC |
ITASCA IL |
| 491 |
| $130.8M |
| $7.5M |
| 4 | LI-COR, INC. LI-COR, INC. 401(K) & PROFIT SHARING PLAN | LINCOLN NE | 464 | $71.9M | $6.4M |
| 5 | COLLETTE TRAVEL SERVICES, INC. COLLETTE TRAVEL PROFIT SHARING/401(K) PLAN & TRUST | PAWTUCKET RI | 676 | $77.2M | $5.7M |
| 6 | THE VILLAGES HEALTH SYSTEM, LLC THE VILLAGES HEALTH SYSTEM EMPLOYEES SAVINGS PLAN | THE VILLAGES FL | 726 | $27.9M | $3.5M |
