Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement I 2040 Fund I Class Mutual fund in their Schedule of Assets, totaling $18.5M 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 | ADVANTEST AMERICA, INC. ADVANTEST AMERICA, INC. SAVING PLAN | SAN JOSE CA | 1,297 | $450.2M | $14.0M |
| 2 | RLJ LODGING TRUST, L.P. RLJ LODGING TRUST, L.P. 401(K) PLAN | BETHESDA MD | 72 | $25.4M | $3.8M |
| 3 | COLUMBUS ORTHOPAEDIC CLINIC, P.A. COLUMBUS ORTHOPAEDIC CLINIC, P. A. 401(K) PLAN |
COLUMBUS MS |
| 110 |
| $9.7M |
| $300K |
| 4 | TEXAS SCENIC COMPANY, INC TEXAS SCENIC COMPANY, INC. 401(K) PLAN | SAN ANTONIO TX | 168 | $8.5M | $299K |
| 5 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $77K |
