Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price Retirement Blend 2040 I in their Schedule of Assets, totaling $20.8M 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 | DP WORLD CL HOLDING AMERICAS INC. SYNCREON EMPLOYEES 401(K) PLAN | AUBURN HILLS MI | 3,189 | $80.4M | $7.2M |
| 2 | WICK, PHILLIPS, GOULD & MARTIN, LLP WICK, PHILLIPS, GOULD & MARTIN, LLP 401(K) PLAN | DALLAS TX | 120 | $28.9M | $4.0M |
| 3 | XERIS PHARMACEUTICALS, INC. |
CHICAGO IL |
| 403 |
| $35.8M |
| $3.0M |
| 4 | GB AUCTIONS, INC. DBA DEALERS AUTO AUCTION MCCONKEY AUCTION GROUP 401(K) PROFIT SHARING PLAN | SPOKANE WA | 325 | $24.4M | $2.2M |
| 5 | GOVERNMENT SCIENTIFIC SOURCE, INC. GSS 401(K) PLAN | RESTON VA | 207 | $14.7M | $1.4M |
| 6 | MEDICUS SELECT, LLC MEDICUS SELECT, LLC 401(K) PLAN | TALLAHASSEE FL | 766 | $15.4M | $1.1M |
| 7 | COASTAL MANAGEMENT SERVICES LLC COASTAL GROUP 401(K) PLAN | HOLLAND MI | 274 | $6.4M | $862K |
| 8 | GLADE RUN LUTHERAN SERVICES GLADE RUN LUTHERAN SERVICES 401(K) PLAN | ZELIENOPLE PA | 219 | $6.0M | $761K |
| 9 | M & K EMPLOYEE SERVICES, INC. M & K EMPLOYEE SERVICES, INC. 401(K) PLAN | BYRON CENTER MI | 1,007 | $35.5M | $200K |
