Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price Retirement I 2040 Fund # in their Schedule of Assets, totaling $37.7M 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 | ECRI INSTITUTE ECRI INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | WILLOW GROVE PA | 447 | $78.1M | $9.4M |
| 2 | TABOR STREET GROUP, LLC TABORSTREET 401(K) RETIREMENT PLAN | OMAHA NE | 833 | $90.7M | $4.8M |
| 3 | INFORMATION SYSTEMS AUDIT AND CONTROL INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) 401(K) RETIREMENT |
SCHAUMBURG IL |
| 276 |
| $42.9M |
| $4.2M |
| 4 | NMC GROUP, INC. NMC GROUP, INC. 401(K) RETIREMENT PLAN | OMAHA NE | 795 | $79.3M | $3.8M |
| 5 | DULUTH HOLDINGS INC. DULUTH HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | MOUNT HOREB WI | 2,239 | $44.3M | $3.6M |
| 6 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $3.3M |
| 7 | FIRSTUP, INC. FIRSTUP, INC. 401(K)PLAN | SAN FRANCISCO CA | 188 | $25.7M | $2.3M |
| 8 | CONSUMERS CONCRETE CORPORATION CONSUMERS CONCRETE CORPORATION 401(K) RETIREMENT PLAN | KALAMAZOO MI | 219 | $21.3M | $2.1M |
| 9 | CATHOLIC CHARITIES HAWAI'I CATHOLIC CHARITIES HAWAI'I RETIREMENT SAVINGS PLAN | HONOLULU HI | 318 | $21.3M | $1.8M |
| 10 | KINGDOMWAY USA CORP. KINGDOMWAY USA CORP 401(K) PLAN | TUSTIN CA | 272 | $11.7M | $1.3M |
