Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T.ROWE PRICE RETIREMENT 2040-R in their Schedule of Assets, totaling $5.6M 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 | MERIWETHER-GODSEY, INC. MERIWETHER-GODSEY, INC. PROFIT SHARING AND 401(K) PLAN | LYNCHBURG VA | 444 | $8.6M | $1.4M |
| 2 | NEW HOME STAR CORP. NEW HOME STAR CORP 401K PLAN | ELMHURST IL | 449 | $8.2M | $750K |
| 3 | EXCELL COMMUNICATIONS INC. EXCELL COMMUNICATIONS, INC. 401K PLAN |
PLAINVIEW NY |
| 356 |
| $4.5M |
| $635K |
| 4 | TRANSPORT WORKERS UNION LOCAL 10 TRANSPORT WORKERS UNION LOCAL 100 401K PLAN | BROOKLYN NY | 964 | $2.6M | $531K |
| 5 | UNITED INDIAN HEALTH SERVICES UNITED INDIAN HEALTH SERVICES 403(B) PLAN | ARCATA CA | 233 | $11.6M | $511K |
| 6 | AVIATION INFLATABLES, LLC AVIATION INFLATABLES, LLC | SUNRISE FL | 86 | $1.2M | $402K |
| 7 | AMERICAN EAGLE READY MIX AMERICAN EAGLE READY MIX 401K PLAN | NORTH LAS VEGAS NV | 884 | $2.6M | $303K |
| 8 | EXPRESS OMV EXPRESS OMV 401(K) PLAN AND TRUST | BATON ROUGE LA | 115 | $1.3M | $238K |
| 9 | COMMUNITY BASED EDUCATION & DEVE COMMUNITY BASED EDUCATION & DEVELOPMENT 401K PLAN | LOS ANGELES CA | 104 | $1.9M | $210K |
| 10 | A&A MAINTENANCE ENTERPRISE, INC. A & A MAINTENANCE ENTERPRISES 401(K) PROFIT SHARING AND TRUST | YONKERS NY | 825 | $2.4M | $200K |
