Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T.Rowe Price Retirement 2040 Pooled Separate Account in their Schedule of Assets, totaling $5.0M 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 | DATTCO, INC. DATTCO, INC. 401(K) PLAN | NEW BRITAIN CT | 1,645 | $27.6M | $1.8M |
| 2 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $916K |
| 3 | POWER & CONSTRUCTION GROUP, INC. POWER & CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN |
SCOTTSVILLE NY |
| 321 |
| $20.5M |
| $674K |
| 4 | PRIME RETAIL SERVICES, INC. PRIME RETAIL SERVICES, INC. | FLOWERY BRANCH GA | 154 | $1.6M | $628K |
| 5 | MILLENNIUM VISION, INC. MILLENNIUM VISION, PC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 152 | $9.7M | $258K |
| 6 | TAOS PUEBLO TAOS PUEBLO 401(K) PROFIT SHARING PLAN | TAOS NM | 285 | $9.6M | $245K |
| 7 | WESTLAKE PLASTICS COMPANY WESTLAKE PLASTICS COMPANY DEFERRED SAVINGS AND PROFIT SHARING PLAN | LENNI PA | 88 | $6.4M | $195K |
| 8 | GAF HOLDINGS INC GROPPETTI AUTOMOTIVE 401(K) PROFIT SHARING PLAN | VISALIA CA | 182 | $6.5M | $120K |
| 9 | HAUSMANN CONSTRUCTION, INC. HAUSMANN ENTERPRISES 401(K) PROFIT SHARING PLAN | LINCOLN NE | 475 | $23.8M | $94K |
| 10 | BEAR ROBOTICS, INC BEAR ROBOTICS 401(K) PLAN | REDWOOD CITY CA | 106 | $7.3M | $66K |
