Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding t. rowe price retirement 2040 I in their Schedule of Assets, totaling $119.7M 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 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $13.5M |
| 2 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $11.2M |
| 3 | COMPASS HEALTH, INC. |
CLINTON MO |
| 5,000 |
| $211.5M |
| $8.7M |
| 4 | BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN CORNELL-HART PENSION PLAN | PORTLAND OR | 1,685 | $101.9M | $7.0M |
| 5 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $5.8M |
| 6 | RYAN INCORPORATED CENTRAL RYAN INCORPORATED CENTRAL PROFIT SHARING AND 401(K) PLAN | JANESVILLE WI | 124 | $72.4M | $5.1M |
| 7 | RML HEALTH PROVIDERS, LP RML HEALTH PROVIDERS EMPLOYEES 401(K) SAVINGS PLAN | HINSDALE IL | 679 | $76.9M | $5.0M |
| 8 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | HORSHAM PA | 462 | $81.0M | $4.1M |
| 9 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $3.8M |
| 10 | BLUE CANYON TECHNOLOGIES, INC. BLUE CANYON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE CO | 426 | $39.5M | $3.8M |
