Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding T.Rowe Price Retirement 2040 Mutual fund in their Schedule of Assets, totaling $225.2M 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 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $27.9M |
| 2 | CENTRIC BRANDS HOLDING LLC CENTRIC BRANDS 401(K) PLAN | NEW YORK NY | 1,491 | $180.9M | $16.2M |
| 3 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN |
BELLEVUE WA |
| 862 |
| $228.5M |
| $13.3M |
| 4 | VIRTUSA CORPORATION VIRTUSA CORPORATION 401(K) PLAN | SOUTHBOROUGH MA | 2,675 | $166.2M | $12.3M |
| 5 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $12.2M |
| 6 | THUNDER VALLEY CASINO THUNDER VALLEY CASINO 401(K) RETIREMENT PLAN | LINCOLN CA | 2,252 | $84.0M | $11.5M |
| 7 | CONSTANGY, BROOKS, SMITH & PROPHETE LLP CONSTANGY, BROOKS, SMITH & PROPHETE, LLP SAVINGS AND INVESTMENT PROFIT SHARING PLAN | ATLANTA GA | 427 | $96.3M | $11.3M |
| 8 | NEXANS USA INC. NEXANS USA INC. 401K RETIREMENT SAVINGS PLAN | GOOSE CREEK SC | 598 | $112.4M | $11.3M |
| 9 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN | BALTIMORE MD | 212 | $77.1M | $8.2M |
| 10 | LF DISTRIBUTION HOLDING INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 478 | $68.6M | $7.0M |
