Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Rtmt 2040 Fund in their Schedule of Assets, totaling $46.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHWEST COMMUNITY HEALTH SYSTEM SOUTHWEST MATCHING DEFINED CONTRIBUTION RETIREMENT PLAN | MIDDLEBURG HEIGHTS OH | 2,758 | $247.1M | $34.9M |
| 2 | VTECH USA HOLDINGS, LLC VTECH USA 401(K) PLAN | TIGARD OR | 200 | $70.7M | $5.3M |
| 3 | OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. |
BLOOMINGTON MN |
| 275 |
| $79.8M |
| $2.5M |
| 4 | NORDIC GROUP OF COMPANIES, LTD NORDIC GROUP OF COMPANIES, LTD. EMPLOYEES' 401(K) SAVINGS AND | BARABOO WI | 707 | $58.2M | $1.4M |
| 5 | PLAZA CONSTRUCTION, LLC PLAZA CONSTRUCTION, LLC EMPLOYEE SAVINGS' PLAN | NEW YORK NY | 74 | $53.4M | $1.1M |
| 6 | POLYDECK SCREEN CORPORATION POLYDECK SCREEN CORPORATION 401(K) PLAN | SPARTANBURG SC | 326 | $24.4M | $519K |
| 7 | INNOVANCE, INC. INNOVANCE, INC. 401(K) PLAN | ALBERT LEA MN | 377 | $34.1M | $414K |
