Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T.Rowe Price Retirement 2040 Registered Investment Company in their Schedule of Assets, totaling $134.2M 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 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN | MT. VIEW CA | 4,437 | $976.1M | $82.6M |
| 2 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $27.1M |
| 3 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN |
DALLAS TX |
| 484 |
| $224.8M |
| $4.9M |
| 4 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN | WASHINGTON DC | 143 | $85.3M | $4.4M |
| 5 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $2.5M |
| 6 | VECIMA TECHNOLOGY INC. VECIMA TECHNOLOGY INC. RETIREMENT SAVINGS PLAN | DULUTH GA | 165 | $28.6M | $2.1M |
| 7 | ANAPTYSBIO, INC. ANAPTYSBIO, INC. 401(K) PLAN | SAN DIEGO CA | 137 | $21.5M | $1.9M |
| 8 | ROYCE & ASSOCIATES GP, LLC ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 93 | $109.2M | $1.8M |
| 9 | ALLIES INC. ALLIES, INC. 401(K) PLAN | HAMILTON NJ | 958 | $13.8M | $1.4M |
| 10 | JONES MEMORIAL HOSPITAL JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN | WELLSVILLE NY | 528 | $10.5M | $1.2M |
