Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund N/R in their Schedule of Assets, totaling $30.1M 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 | LITTELFUSE, INC. LITTELFUSE, INC. 401(K) RETIREMENT AND SAVINGS PLAN | ROSEMONT IL | 835 | $266.1M | $20.2M |
| 2 | WEIRTON MEDICAL CENTER WEIRTON MEDICAL CENTER SUPPLEMENTAL RETIREMENT INCOME PLAN | WEIRTON WV | 1,341 | $60.6M | $4.1M |
| 3 | PARKER HEALTH GROUP, INC. |
PISCATAWAY NJ |
| 726 |
| $25.0M |
| $2.5M |
| 4 | UNIEK, INC. UNIEK, INC. EMPLOYEES' RETIREMENT PLAN | WAUNAKEE WI | 119 | $26.8M | $1.4M |
| 5 | STUMPF MOTOR COMPANY, INC. STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN | APPLETON WI | 109 | $14.0M | $959K |
| 6 | STATE BAR OF WISCONSIN STATE BAR OF WISCONSIN SAVINGS PLAN | MADISON WI | 81 | $22.2M | $491K |
| 7 | PRODEHL MANAGEMENT GROUP INC. PRODEHL MANAGEMENT GROUP INC 401(K) PLAN | SHOREWOOD IL | 155 | $5.3M | $473K |
