Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 124 U.S. retirement plans report holding T.Rowe Price Retirement 2040 Fund Mutual Fund in their Schedule of Assets, totaling $386.3M 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 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $20.9M |
| 2 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $18.0M |
| 3 | BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN |
QUINCY MA |
| 629 |
| $92.0M |
| $16.9M |
| 4 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 580 | $149.3M | $14.8M |
| 5 | CARECENTRIX, INC. CARECENTRIX, INC. RETIREMENT SAVINGS PLAN | HARTFORD CT | 1,732 | $112.2M | $13.3M |
| 6 | TOYO TIRE HOLDINGS OF AMERICAS INC. TOYO RETIREMENT PLAN | COSTA MESA CA | 2,293 | $120.9M | $13.3M |
| 7 | ACER AMERICA CORPORATION ACER AMERICA CORPORATION 401(K) PLAN | SAN JOSE CA | 360 | $190.7M | $13.2M |
| 8 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $12.6M |
| 9 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $11.6M |
| 10 | DEKA RESEARCH & DEVELOPMENT CORP. DEKA RESEARCH & DEVELOPMENT CORP. 401(K) PLAN | MANCHESTER NH | 967 | $123.2M | $11.6M |
