Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Trust C T.Rowe Price 0 in their Schedule of Assets, totaling $38.7M 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 | HS HYOSUNG, USA HOLDINGS, INC HYOSUNG HOLDINGS USA, INC SAVINGS PLAN | CHARLOTTE NC | 1,426 | $65.6M | $3.7M |
| 2 | SMOOTH-ON, INC. SMOOTH-ON, INC 401(K) PLAN | MACUNGIE PA | 246 | $30.1M | $3.4M |
| 3 | QUALITY INSIGHTS, INC. QUALITY INSIGHTS INC. MONEY PURCHASE PENSION |
CHARLESTON WV |
| 143 |
| $30.5M |
| $2.3M |
| 4 | NCONTRACTS LLC NCONTRACTS 401(K) PLAN | BRENTWOOD TN | 356 | $23.9M | $2.2M |
| 5 | CAROLINA FAMILY HEALTH CENTERS, INC. CAROLINA FAMILY HEALTH CENTERS, INC PLAN | WILSON NC | 265 | $13.8M | $1.8M |
| 6 | LAWRENCE COMPANIES LAWRENCE COMPANIES, INC. EMPLOYEE RETIREMENT PLAN | ROANOKE VA | 245 | $9.5M | $1.8M |
| 7 | BROAD RIVER REHABILITATION, LLC BROAD RIVER REHABILITATION 401(K) PLAN | ARDEN NC | 1,844 | $13.5M | $1.3M |
| 8 | SUMMIT DESIGN & ENGINEERING SERVICES,PLLC SUMMIT DESIGN & ENGINEERING SERVICES, PLLC EMPLOYEES SAVINGS TRUST | HILLSBOROUGH NC | 410 | $24.2M | $1.3M |
| 9 | INSTRIDE FOOT & ANKLE SPECIALIST PLLC INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC 401K | CONCORD NC | 177 | $15.4M | $1.1M |
| 10 | BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY BISHOP GADSDEN SAVINGS & RETIREMENT PLAN | CHARLESTON SC | 530 | $12.9M | $1.0M |
