Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T.Rowe Price Retirement 2040 Fund I Class in their Schedule of Assets, totaling $58.3M 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 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $12.4M |
| 2 | SYRACUSE ORTHOPEDIC SPECIALISTS, PC SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN | SYRACUSE NY | 752 | $106.8M | $8.0M |
| 3 | WOOD RODGERS, INC |
SACRAMENTO CA |
| 331 |
| $69.9M |
| $7.5M |
| 4 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $4.3M |
| 5 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $4.1M |
| 6 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN | CHICAGO IL | 1,835 | $37.1M | $3.4M |
| 7 | LINDEN RESEARCH INC. LINDEN RESEARCH INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 142 | $40.4M | $2.6M |
| 8 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $2.3M |
| 9 | ACLARIS THERAPEUTICS, INC. ACLARIS THERAPEUTICS INC 401(K) PLAN | WAYNE PA | 67 | $14.1M | $2.0M |
| 10 | IGM BIOSCIENCES, INC. IGM BIOSCIENCES, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 149 | $19.9M | $2.0M |
