Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund; I Class Mutual Fund in their Schedule of Assets, totaling $259.4M 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 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $237.4M |
| 2 | COGNEX CORPORATION COGNEX CORPORATION EMPLOYEE SAVINGS PLAN | NATICK MA | 981 | $259.7M | $6.5M |
| 3 | DELINEA INC. DELINEA INC. 401(K) PLAN |
| 724 |
| $78.2M |
| $6.0M |
| 4 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $5.4M |
| 5 | BAKOTIC PATHOLOGY ASSOCIATES, LLC BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 205 | $11.2M | $1.1M |
| 6 | FRESCO RETAIL GROUP LLC FRESCO 401(K) PLAN | HIALEAH FL | 2,311 | $15.7M | $1.1M |
| 7 | TREASURE BAY LLC TREASURE BAY LLC 401(K) PLAN | BILOXI MS | 897 | $13.9M | $1.0M |
| 8 | VINFAST AUTO LLC VINFAST AUTO LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 258 | $4.6M | $634K |
| 9 | C-4 ANALYTICS, LLC C-4 ANALYTICS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | WAKEFIELD MA | 235 | $18.3M | $195K |
| 10 | TEAM INDUSTRIES HOLDING CORPORATION TEAM INDUSTRIES 401(K) PLAN | BAGLEY MN | 951 | $102.3M | $30K |
