Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding T.Rowe Price Retirement 2040 Fund " in their Schedule of Assets, totaling $378.7M 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 | STV GROUP, INC. STV RETIREMENT PLAN | DOUGLASSVILLE PA | 3,360 | $929.6M | $57.2M |
| 2 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $56.0M |
| 3 | CSX CORPORATION CSX CORPORATION 401(K) PLAN |
JACKSONVILLE FL |
| 3,385 |
| $1.5B |
| $46.7M |
| 4 | CSX CORPORATION CSX CORPORATION CAPITAL BUILDER PLAN | JACKSONVILLE FL | 19,459 | $1.5B | $45.7M |
| 5 | KUEHNE & NAGEL INC. KUEHNE & NAGEL 401(K) PLAN | JERSEY CITY NJ | 6,805 | $507.7M | $42.5M |
| 6 | ENVIRI CORPORATION ENVIRI RETIREMENT SAVINGS AND INVESTMENT PLAN | CAMP HILL PA | 1,898 | $245.9M | $18.9M |
| 7 | SUBURBAN PROPANE L.P. SUBURBAN PROPANE RETIREMENT SAVINGS AND INVESTMENT PLAN | WHIPPANY NJ | 3,361 | $254.0M | $16.0M |
| 8 | WAYNE MEMORIAL HOSPITAL WAYNE MEMORIAL DEFINED CONTRIBUTION 403(B) PLAN | HONESDALE PA | 1,268 | $78.8M | $8.7M |
| 9 | TACONIC CAPITAL ADVISORS L.P. TACONIC CAPITAL ADVISORS L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $70.9M | $7.2M |
| 10 | OBHG MANAGEMENT SERVICES, LLC OBHG 401(K) PLAN | GREENVILLE SC | 2,566 | $113.3M | $6.4M |
