Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T.Rowe Price Retirement 2040 Fund Common/Collective Trust in their Schedule of Assets, totaling $316.8M 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 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $88.6M |
| 2 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN | FREMONT CA | 7,856 | $896.1M | $72.4M |
| 3 | AARP AARP EMPLOYEES 401K PLAN |
| 2,549 |
| $998.5M |
| $72.4M |
| 4 | DAY PITNEY LLP DAY PITNEY PROFIT SHARING AND 401(K) PLAN | PARSIPPANY NJ | 650 | $375.6M | $15.5M |
| 5 | HELZBERG DIAMOND SHOPS LLC HELZBERG DIAMONDS SAVINGS PLAN | NORTH KANSAS CITY MO | 1,965 | $135.0M | $13.2M |
| 6 | NATIONAL STUDENT CLEARINGHOUSE NATIONAL STUDENT CLEARINGHOUSE 401(K) RETIREMENT PLAN | HERNDON VA | 371 | $99.6M | $12.3M |
| 7 | HONDA LOGISTICS NORTH AMERICA, INC. HONDA LOGISTICS NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | EAST LIBERTY OH | 3,565 | $78.2M | $11.8M |
| 8 | THE REGENTS OF MERCERSBURG COLLEGE MERCERSBURG ACADEMY MERCERSBURG ACADEMY 401(K) PLAN | MERCERSBURG PA | 240 | $59.5M | $9.8M |
| 9 | WOVEN BY TOYOTA, U.S., INC. WOVEN BY TOYOTA, U.S., INC. 401(K) PLAN | PALO ALTO CA | 521 | $76.2M | $6.4M |
| 10 | A. M. CASTLE & CO. A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 414 | $101.5M | $5.2M |
