Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Retirement I 2040 " in their Schedule of Assets, totaling $11.4M 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 | POLYMER TECHNOLOGY SYSTEMS, INC. POLYMER TECHNOLOGY SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WHITESTOWN IN | 188 | $25.7M | $2.7M |
| 2 | SERVICE, INC. OF ILLINOIS SERVICE, INC. RETIREMENT PLAN | JOLIET IL | 235 | $8.0M | $1.9M |
| 3 | EVENFLO COMPANY, INC. EVENFLO COMPANY, INC. SAVINGS PLUS PLAN |
MIAMISBURG OH |
| 407 |
| $44.5M |
| $1.9M |
| 4 | INSULATION DISTRIBUTORS, INC. INSULATION DISTRIBUTORS, INC. 401(K) PLAN | CHANHASSEN MN | 614 | $23.0M | $1.4M |
| 5 | SUNESIS CONSTRUCTION COMPANY SUNESIS CONSTRUCTION COMPANY RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 187 | $28.7M | $925K |
| 6 | KISSITO HEALTHCARE, INC. KISSITO HEALTHCARE 401(K) PLAN | ROANOKE VA | 1,034 | $7.7M | $891K |
| 7 | MICHIGAN CORPORATE SERVICES, LLC MICHIGAN CORPORATE SERVICES, LLC 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 726 | $112.9M | $887K |
| 8 | DISTEK INTEGRATION, INC. DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS IA | 143 | $23.7M | $361K |
| 9 | AVED ELECTRONICS, LLC LITHION RETIREMENT PLAN | NORTH BILLERICA MA | 308 | $4.3M | $282K |
| 10 | GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC WETA 403(B) TAX DEFERRED SAVINGS PLAN | ARLINGTON VA | 411 | $109.3M | $82K |
