Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund n/a in their Schedule of Assets, totaling $100.2M 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 | ESSENTIAL UTILITIES, INC. ESSENTIAL UTILITIES, INC. 401(K) PLAN | BRYN MAWR PA | 3,448 | $623.8M | $49.1M |
| 2 | UNIVERSAL SERVICES OF AMERICA ALLIED UNIVERSAL 401(K) PLAN | SANTA ANA CA | 249,560 | $497.9M | $30.4M |
| 3 | THE CHRONICLE OF HIGHER EDUCATION THE CHRONICLE OF HIGHER EDUCATION PROFIT SHARING PLAN |
WASHINGTON DC |
| 150 |
| $99.7M |
| $9.5M |
| 4 | DENTAL HEALTH ASSOCIATES OF MADISON, LTD. DENTAL HEALTH ASSOCIATES OF MADISON, LTD. 401(K) PROFIT SHARING PLAN | FITCHBURG WI | 284 | $67.4M | $7.6M |
| 5 | ANCHIN, BLOCK & ANCHIN LLP THE ANCHIN, BLOCK & ANCHIN SAVINGS PLAN | NEW YORK NY | 451 | $117.9M | $1.9M |
| 6 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION RETIREMENT PLAN | WASHINGTON DC | 326 | $38.1M | $1.1M |
| 7 | ERAMET MARIETTA, INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC. | MARIETTA OH | 206 | $34.4M | $324K |
| 8 | MARQUETTE MANAGEMENT, INC. MARQUETTE MANAGEMENT EMPLOYEES' 401(K) RETIREMENT PLAN | NAPERVILLE IL | 255 | $14.2M | $305K |
| 9 | THE ARBOR CIRCLE CORPORATION ARBOR CIRCLE RETIREMENT PLAN | GRAND RAPIDS MI | 315 | $7.6M | $21K |
