Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund I # in their Schedule of Assets, totaling $82.2M 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 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $11.2M |
| 2 | SAFRAN SEATS USA LLC ZODIAC SEATS US SAVINGS PLAN | GAINESVILLE TX | 538 | $81.1M | $10.5M |
| 3 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN |
LUMBERTON NC |
| 2,139 |
| $127.0M |
| $7.6M |
| 4 | SHAKE SHACK ENTERPRISES, LLC SHAKE SHACK RETIREMENT PLAN | NEW YORK NY | 6,120 | $45.5M | $4.5M |
| 5 | RGC RESOURCES, INC. EMPLOYEES' 401K PLAN OF RGC RESOURCES, INC. | ROANOKE VA | 105 | $22.6M | $4.4M |
| 6 | ERBE USA, INCORPORATED ERBE USA, INCORPORATED 401(K) PLAN | MARIETTA GA | 245 | $33.1M | $3.8M |
| 7 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $3.3M |
| 8 | NASSCO, INC. NASSCO, INC. PROFIT SHARING AND 401(K) PLAN | NEW BERLIN WI | 165 | $24.8M | $3.2M |
| 9 | CHARTER HOMES BUILDING COMPANY CHARTER HOMES BUILDING COMPANY 401(K) PROFIT SHARING PLAN | LANCASTER PA | 281 | $15.9M | $3.1M |
| 10 | STOLL KEENON OGDEN PLLC STOLL KEENON OGDEN PROFIT SHARING PLAN | LEXINGTON KY | 215 | $167.9M | $2.9M |
