Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement 2040 I Mutual fund N/A in their Schedule of Assets, totaling $7.0M 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 | JAZZ BASKETBALL INVESTORS LLC JAZZ BASKETBALL INVESTORS LLC 401(K) PLAN | SALT LAKE CITY UT | 1,534 | $41.2M | $3.7M |
| 2 | MERJENT INC. MERJENT INC. 401(K) PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 270 | $25.9M | $2.0M |
| 3 | INTEGRATED SERVICE COMPANY LLC INSERV 401(K) PLAN |
TULSA OK |
| 1,917 |
| $28.6M |
| $812K |
| 4 | HANDICAP VILLAGE DBA ONE VISION HANDICAP VILLAGE D/B/A ONE VISION 401(K) RETIREMENT SAVINGS PLAN | CLEAR LAKE IA | 346 | $9.5M | $504K |
