Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund Registered investment company in their Schedule of Assets, totaling $64.2M 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 | FOUNDATION HEALTH PARTNERS FOUNDATION HEALTH PARTNERS 401(K) PLAN | FAIRBANKS AK | 1,911 | $211.9M | $15.0M |
| 2 | WIDEORBIT LLC WIDEORBIT LLC 401(K) PLAN | NEW YORK NY | 339 | $81.4M | $10.5M |
| 3 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN |
HONOLULU HI |
| 368 |
| $62.5M |
| $5.5M |
| 4 | SAGENET LLC SAGENET 401(K) PLAN | TULSA OK | 447 | $69.4M | $5.4M |
| 5 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN | LEBANON NH | 387 | $76.2M | $5.1M |
| 6 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $3.6M |
| 7 | KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA WA | 230 | $19.5M | $3.6M |
| 8 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $3.5M |
| 9 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $2.6M |
| 10 | HARBISONWALKER INTERNATIONAL, INC. HARBISONWALKER INTERNATIONAL 401(K) PLAN | PITTSBURGH PA | 939 | $127.3M | $2.5M |
