Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 178 U.S. retirement plans report holding T.ROWE PRICE RETIREMENT 2040-R in their Schedule of Assets, totaling $105.7M 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 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $3.7M |
| 2 | BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN | MALVERN PA | 1,417 | $47.1M | $3.4M |
| 3 | THE PREMIER MEDICAL MANAGEMENT L |
COLUMBIA MD |
| 145 |
| $8.3M |
| $2.9M |
| 4 | UTAH FIRST FEDERAL CREDIT UNION UTAH FIRST FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 87 | $16.7M | $2.6M |
| 5 | SCREEN ENGINE/ASI LLC SCREEN ENGINE/ASI LLC. 401K PROFIT SHARING PLAN AND TRUST | VALLEY VILLAGE CA | 279 | $14.2M | $2.4M |
| 6 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $2.1M |
| 7 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $2.0M |
| 8 | CENTURY MOLD CO., INC. CENTURY MOLD CO., INC. SECTION 401(K) PLAN | ROCHESTER NY | 467 | $25.6M | $1.9M |
| 9 | QUEST RESOURCE MANAGEMENT GROUP, QUEST RESOURCE MANAGEMENT GROUP, LLC 401(K) PLAN | THE COLONY TX | 211 | $9.1M | $1.9M |
| 10 | EMPLOYEE RETIREMENT PLAN EMPLOYEE RETIREMENT PLAN | RALEIGH NC | 172 | $15.9M | $1.9M |
