Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Mutual funds in their Schedule of Assets, totaling $16.4M 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 | CRISPIN, PORTER+ BOGUSKY, LLC CRISPIN, PORTER+ BOGUSKY LLC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 0 | $0 | $3.6M |
| 2 | BURGESS PIGMENT COMPANY BURGESS PIGMENT COMPANY 401K PROFIT SHARING PLAN | SANDERSVILLE GA | 122 | $37.1M | $2.3M |
| 3 | IMAX CORPORATION IMAX CORPORATION 401(K) RETIREMENT PLAN |
LOS ANGELES CA |
| 272 |
| $40.7M |
| $2.1M |
| 4 | ARCHROMA U.S., INC. ARCHROMA RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 179 | $38.8M | $1.7M |
| 5 | O'HAGAN MEYER LLC O'HAGAN MEYER LLC 401(K) RETIREMENT PLAN | CHICAGO IL | 513 | $34.2M | $1.5M |
| 6 | FINE LINE HOMES, INC. FINE LINE HOMES, INC. RETIREMENT PLAN | HARRISBURG PA | 195 | $27.9M | $1.2M |
| 7 | FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 97 | $7.9M | $1.0M |
| 8 | TRUVISTA COMMUNICATIONS, INC. TRUVISTA 401(K) RETIREMENT PLAN | CHESTER SC | 273 | $30.8M | $927K |
| 9 | RANCHO VALENCIA RESORT PARTNERS,LLC RANCHO VALENCIA RESORT & SPA 401(K) PLAN | RANCHO SANTA FE CA | 325 | $10.1M | $744K |
| 10 | POWERHOUSE ELECTRICAL SERVICES, INC. POWERHOUSE ELECTRICAL SERVICES, INC. 401(K) PLAN | PFLUGERVILLE TX | 208 | $3.5M | $494K |
