Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price Retirement 2040 I Class Mutual fund in their Schedule of Assets, totaling $11.0M 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 | CEE KAY SUPPLY, INC CEE KAY SUPPLY, INC. PROFIT SHARING PLAN | ST. LOUIS MO | 145 | $19.8M | $2.4M |
| 2 | AMERICAN OPTOMETRIC ASSOCIATION AOA 401(K) PLAN | ST. LOUIS MO | 75 | $16.6M | $1.8M |
| 3 | KUDU DYNAMICS KUDU DYNAMICS 401(K) RETIREMENT PLA N |
CHANTILLY VA |
| 177 |
| $30.6M |
| $1.8M |
| 4 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $1.5M |
| 5 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $1.1M |
| 6 | UVC MANAGEMENT, LLC DBA UNITED VEIN & VASCULAR CENTERS UNITED VEIN & VASCULAR CENTERS 401(K) PLAN | TAMPA FL | 511 | $7.5M | $825K |
| 7 | TRI-GAS & OIL CO. INC. TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FEDERALSBURG MD | 266 | $10.8M | $498K |
| 8 | RFMBG LINCOLNSHIRE LLC RFMBG LINCOLNSHIRE LLC 401K PLAN | MT PROSPECT IL | 201 | $3.9M | $395K |
| 9 | CHECKOUT, LLC CHECKOUT, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 108 | $8.4M | $329K |
| 10 | STEWART'S SLEEP CENTER, INC MATTER BROTHERS FURNITURE 401(K) PLAN | TARPON SPRINGS FL | 218 | $4.8M | $277K |
