Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Inv in their Schedule of Assets, totaling $35.4M 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 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN | INDIANAPOLIS IN | 1,516 | $81.1M | $10.3M |
| 2 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN | WILMINGTON OH | 546 | $34.5M | $5.8M |
| 3 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN |
CLEARWATER FL |
| 372 |
| $29.8M |
| $3.6M |
| 4 | LIFT-ALL COMPANY INC LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN | LANDISVILLE PA | 221 | $25.5M | $2.6M |
| 5 | REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN | EVERETT WA | 81 | $35.0M | $1.8M |
| 6 | CHECKERS DRIVE-IN RESTAURANTS, INC. CHECKERS DRIVE-IN RESTAURANTS, INC. 401(K) PLAN | TAMPA FL | 10,659 | $6.8M | $1.7M |
| 7 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | AUSTELL GA | 146 | $7.7M | $1.6M |
| 8 | ROBERT DIETRICK CO., INC. ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN | FISHERS IN | 137 | $6.5M | $1.3M |
| 9 | CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET NH | 132 | $9.9M | $1.3M |
| 10 | HUDSON COUNTY MOTORS, INC. HUDSON COUNTY MOTORS, INC. 401(K) PLAN | SECAUCUS NJ | 109 | $8.6M | $1.1M |
