Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T.Rowe Price Retirement I 2040 Mutual Fund in their Schedule of Assets, totaling $213.9M 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 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $199.3M |
| 2 | KIDNEY CARE SPECIALISTS, LLC KIDNEY CARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | BROOMALL PA | 155 | $56.2M | $6.9M |
| 3 | OAKWOOD SCHOOL |
NORTH HOLLYWOOD CA |
| 220 |
| $63.2M |
| $3.1M |
| 4 | APR SUPPLY COMPANY APR SUPPLY CO. 401(K) PLAN | LEBANON PA | 437 | $30.2M | $2.7M |
| 5 | INTERMIX HOLDCO, LLC INTERMIX 401(K) PLAN | NEW YORK NY | 284 | $9.3M | $990K |
| 6 | BREAN CAPITAL, LLC BREAN CAPITAL, LLC 401(K) PLAN | NEW YORK NY | 173 | $27.9M | $354K |
| 7 | E.D. BULLARD COMPANY E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN | LEXINGTON KY | 294 | $36.9M | $347K |
| 8 | LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 0 | $0 | $203K |
