Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price Rtmt 2040 I Fd in their Schedule of Assets, totaling $27.1M 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 | STRUCTURAL GROUP INC. STRUCTURAL GROUP, INC. 401(K) SAVINGS PLAN AND TRUST | COLUMBIA MD | 2,404 | $187.7M | $14.1M |
| 2 | GPM INVESTMENTS, LLC GPM INVESTMENTS 401(K) PLAN | RICHMOND VA | 13,134 | $39.2M | $3.2M |
| 3 | KRESS CORPORATION KRESS CORPORATION 401(K) PLAN |
BRIMFIELD IL |
| 179 |
| $13.3M |
| $2.7M |
| 4 | MACROGENICS MACROGENICS 401(K) PLAN | ROCKVILLE MD | 341 | $84.0M | $1.7M |
| 5 | WICK BUILDINGS, INC. WICK BUILDINGS, INC. SAVINGS PLAN | MAZOMANIE WI | 134 | $14.6M | $1.6M |
| 6 | J.R. BALSAN, INC. DBA JOHNSTONE SUPPLY J.R. BALSAN, INC. RETIREMENT SAVINGS PLAN | DOWNINGTOWN PA | 177 | $10.4M | $1.1M |
| 7 | PROJECT ORBIS INTERNATIONAL, INC. PROJECT ORBIS INTERNATIONAL, INC. RETIREMENT PLAN | NEW YORK NY | 62 | $13.9M | $891K |
| 8 | LESTER BUILDING SYSTEMS LLC. LESTER RETIREMENT BUILDER SAVINGS PLAN | LESTER PRAIRIE MN | 175 | $15.0M | $684K |
| 9 | COUVE HEALTHCARE CONSULTING, LLC EMPRES HEALTHCARE 401(K) PLAN | LAKEWOOD NJ | 2,761 | $18.9M | $499K |
| 10 | THE PEPIN ACADEMIES, INC. THE PEPIN ACADEMIES, INC. 401(K) PLAN | TAMPA FL | 238 | $4.4M | $347K |
