Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement I 2040 Fund Mutual Fund -- in their Schedule of Assets, totaling $6.4M 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 | LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN | NEW YORK NY | 10 | $39.6M | $3.2M |
| 2 | THE NORDAM GROUP LLC THE NORDAM GROUP LLC 401(K) RETIREMENT PLAN | TULSA OK | 1,511 | $251.4M | $2.4M |
| 3 | EMPIRE STATE REALTY OP, L.P. |
NEW YORK NY |
| 235 |
| $41.6M |
| $398K |
| 4 | EMS-CHEMIE (NORTH AMERICA) INC EMS-CHEMIE (NORTH AMERICA) INC. RETIREMENT PLAN | SUMTER SC | 142 | $24.2M | $335K |
