Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement 2040 I - Registered Investment Company in their Schedule of Assets, totaling $1.5M 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 | NEW YORK ATHLETIC CLUB OF THE CITY OF NEW YORK NEW YORK ATHLETIC CLUB LOCAL 6 UNION EMPLOYEES 401(K) PLAN | NEW YORK NY | 230 | $6.0M | $751K |
| 2 | ARGONAUT FOOD PARTNERS, LLC ARGONAUT FOOD PARTNERS, LLC RETIREMENT PLAN | KLAMATH FALLS OR | 702 | $4.5M | $669K |
| 3 | PHILADELPHIA CRICKET CLUB |
PHILADELPHIA PA |
| 208 |
| $7.2M |
| $65K |
