Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T. Rowe Price Retirement 2040 I Mutual fund - in their Schedule of Assets, totaling $45.9M 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 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $24.1M |
| 2 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $2.6M |
| 3 | MIDATLANTIC REALTY PARTNERS, LLC MIDATLANTIC REALTY PARTNERS, LLC 401(K) PLAN |
WASHINGTON DC |
| 134 |
| $9.8M |
| $2.2M |
| 4 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $2.0M |
| 5 | FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN TN | 2,730 | $19.7M | $1.8M |
| 6 | HUDSON VALLEY HOSPICE SECTION 403(B) RETIREMENT PLAN FOR HUDSON VALLEY HOSPICE | POUGHKEEPSIE NY | 376 | $12.7M | $1.8M |
| 7 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $1.7M |
| 8 | NEXUS MANAGEMENT, LLC NEXUS/SHERWOOD RETIREMENT PLAN | LAWRENCEVILLE NJ | 174 | $16.8M | $1.1M |
| 9 | LIVEACTION, INC. LIVEACTION 401(K) PLAN | CAMPBELL CA | 82 | $15.7M | $1.1M |
| 10 | AFP INDUSTRIES, INC. AFP INDUSTRIES, INC. EMPLOYEES' RETIREMENT PLAN | NORTH CHESTERFIELD VA | 151 | $17.6M | $767K |
