Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T. Rowe Price Retirement I 2040 Fund; I Class in their Schedule of Assets, totaling $44.4M 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 | CONCORD HOSPITAL, INC. CONCORD HOSPITAL 403(B) PLAN | CONCORD NH | 4,886 | $269.3M | $16.2M |
| 2 | AMERICAN ARBITRATION ASSOCIATION, INC. THE AMERICAN ARBITRATION ASSOCIATION, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 750 | $120.7M | $9.2M |
| 3 | ANNALY CAPITAL MANAGEMENT, INC. |
NEW YORK NY |
| 177 |
| $59.4M |
| $5.1M |
| 4 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN ORTHOPAEDIC ASSOCIATES OF MICHIGAN PROFIT SHARING AND SAVINGS PLAN | GRAND RAPIDS MI | 399 | $95.0M | $5.0M |
| 5 | TONY HAWAII, LLC TONY HAWAII, LLC AND AFFILIATES 401(K) RETIREMENT SAVINGS | WAIPAHU HI | 474 | $37.4M | $3.1M |
| 6 | A.C.S. & SONS, INC. A.C.S. & SONS, INC. PROFIT SHARING 401(K) PLAN | WOODBURY HEIGHTS NJ | 242 | $20.8M | $2.0M |
| 7 | CENTRIC SOFTWARE, INC. CENTRIC SOFTWARE, INC. 401(K) PLAN | CAMPBELL CA | 352 | $33.0M | $995K |
| 8 | FRANK L BLUM CONSTRUCTION CO., INC FRANK L BLUM CONSTRUCTION CO., INC 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 218 | $19.9M | $942K |
| 9 | WHISTLEPIG GOAMERICAGO BEVERAG WHISTLEPIG GOAMERICAGO BEVERAG 401(K) PROFIT SHARING PLAN & TRUST | SHOREHAM VT | 128 | $6.3M | $664K |
| 10 | WOODLEYS FINE FURNITURE, INC. WOODLEY'S FINE FURNITURE, INC. RETIREMENT PLAN | LONGMONT CO | 202 | $10.6M | $479K |
