Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2040 R Pooled separate account in their Schedule of Assets, totaling $2.1M 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 | SETAI HOTEL ACQUISITION, LLC THE SETAI 401(K) PLAN | COLFAX LA | 279 | $6.9M | $813K |
| 2 | SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH | FARGO ND | 105 | $11.2M | $615K |
| 3 | A S I SYSTEM INTEGRATION INC |
PORT WASHINGTON NY |
| 389 |
| $9.3M |
| $280K |
| 4 | FREDERIC L. CHAMBERLAIN CENTER, INC. F.L. CHAMBERLAIN SCHOOL RETIREMENT PLAN | MIDDLEBOROUGH MA | 70 | $1.7M | $174K |
| 5 | HEALTH HOLDINGS COMPANY, LLC HEALTH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | CORAL GABLES FL | 475 | $2.5M | $141K |
| 6 | PLATINUM SECURITY, INC. PLATINUM SECURITY EMPLOYEE BENEFIT PLAN | LOS ANGELES CA | 243 | $565K | $48K |
| 7 | BAY AREA COMMUNITY SERVICES, INC. BAY AREA COMMUNITY SERVICES 403(B) PLAN | OAKLAND CA | 643 | $8.0M | $37K |
| 8 | NORTH JERSEY AIDS ALLIANCE, INC. NJCRI RETIREMENT PLAN | NEWARK NJ | 68 | $1.5M | $37K |
