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 I Mutual Fund N/A in their Schedule of Assets, totaling $5.8M 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 | LEITNER POMA OF AMERICA, INC LEITNER POMA OF AMERICA, INC 401(K) PLAN | GRAND JUNCTION CO | 206 | $24.9M | $2.5M |
| 2 | BRENNAN, MANNA & DIAMOND, LLC BRENNAN, MANNA & DIAMOND, LLC 401(K) PROFIT SHARING PLAN | AKRON OH | 158 | $43.4M | $1.7M |
| 3 | HYDE ENGINEERING + CONSULTING, INC. |
BOULDER CO |
| 93 |
| $24.7M |
| $898K |
| 4 | GRAMMER INC. GRAMMER 401(K) PLAN | PLYMOUTH MI | 248 | $39.3M | $648K |
| 5 | GRAMMER INC. GRAMMER COLLECTIVE BARGAINED RETIREMENT PLAN | PLYMOUTH MI | 188 | $6.0M | $10K |
