Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T.Rowe Price Retirement I 2040 I " in their Schedule of Assets, totaling $71.4M 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 | ARJO INC. ARJO INC. 401(K) PLAN | ADDISON IL | 861 | $112.6M | $11.2M |
| 2 | AMB GROUP, LLC BFOB 401(K) PLAN | ATLANTA GA | 1,417 | $78.9M | $10.0M |
| 3 | DEBORAH HEART & LUNG CENTER DEBORAH HEART AND LUNG CENTER 401(K) PLAN | BROWNS MILLS NJ |
| 1,157 |
| $143.1M |
| $9.2M |
| 4 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $7.4M |
| 5 | PUREWEST RESOURCES, INC. PUREWEST 401(K) PLAN | DENVER CO | 184 | $49.2M | $6.0M |
| 6 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN | HOLMDEL NJ | 707 | $105.9M | $5.1M |
| 7 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | COON RAPIDS MN | 263 | $91.7M | $4.0M |
| 8 | COASTAL PACIFIC FOOD DISTRIBUTORS, INC. COASTAL PACIFIC FOOD DISTRIBUTORS 401(K) PROFIT SHARING PLAN | STOCKTON CA | 572 | $39.4M | $4.0M |
| 9 | TAMPA ARMATURE WORKS, INC. TAW 401(K) AND PROFIT SHARING PLAN | RIVERVIEW FL | 467 | $45.8M | $3.7M |
| 10 | ZEIDERS ENTERPRISES, INC. ZEIDERS ENTERPRISES, INC. EMPLOYEE SAVINGS PLAN | WOODBRIDGE VA | 554 | $30.0M | $2.6M |
