Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Inv Mutual fund in their Schedule of Assets, totaling $31.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VISIONIST, INC VISIONIST, INC. 401(K) PLAN | COLUMBIA MD | 153 | $50.1M | $3.3M |
| 2 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN | RENO NV | 485 | $20.2M | $3.3M |
| 3 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN |
BELTSVILLE MD |
| 280 |
| $67.1M |
| $2.8M |
| 4 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN | OWINGS MILLS MD | 158 | $70.7M | $2.7M |
| 5 | SURVIVAL FLIGHT AIR AMBULANCE, LLC SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 623 | $14.5M | $1.9M |
| 6 | APPLIED CONTROL ENGINEERING INC APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN | NEWARK DE | 199 | $35.4M | $1.7M |
| 7 | CHANNELL COMMERCIAL CORPORATION CHANNELL COMMERCIAL CORPORATION 401(K) PLAN | ROCKWALL TX | 523 | $17.3M | $1.6M |
| 8 | AER LINGUS LIMITED AER LINGUS 401(K) PLAN | JERICHO NY | 76 | $25.6M | $1.5M |
| 9 | WINKLEVOSS CONSULTANTS, INC. WINKLEVOSS CONSULTANTS, INC. SAVINGS & RETIREMENT PLAN | GREENWICH CT | 87 | $23.2M | $1.4M |
| 10 | THE NORFOLK COMPANIES, INC. NORFOLK COMPANIES 401(K) PLAN | BRAINTREE MA | 199 | $12.8M | $1.3M |
