Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding T. Rowe Price Rtmt 2040 I Fd in their Schedule of Assets, totaling $31.9M 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 | STRUCTURAL GROUP INC. STRUCTURAL GROUP, INC. 401(K) SAVINGS PLAN AND TRUST | COLUMBIA MD | 2,404 | $187.7M | $14.1M |
| 2 | MAYVILLE ENGINEERING COMPANY, INC MAYVILLE ENGINEERING COMPANY, INC. 401(K) PLAN | MILWAUKEE WI | 2,197 | $156.1M | $4.3M |
| 3 | GPM INVESTMENTS, LLC GPM INVESTMENTS 401(K) PLAN |
RICHMOND VA |
| 13,134 |
| $39.2M |
| $3.2M |
| 4 | KRESS CORPORATION KRESS CORPORATION 401(K) PLAN | BRIMFIELD IL | 179 | $13.3M | $2.7M |
| 5 | MACROGENICS MACROGENICS 401(K) PLAN | ROCKVILLE MD | 341 | $84.0M | $1.7M |
| 6 | WICK BUILDINGS, INC. WICK BUILDINGS, INC. SAVINGS PLAN | MAZOMANIE WI | 134 | $14.6M | $1.6M |
| 7 | J.R. BALSAN, INC. DBA JOHNSTONE SUPPLY J.R. BALSAN, INC. RETIREMENT SAVINGS PLAN | DOWNINGTOWN PA | 177 | $10.4M | $1.1M |
| 8 | PROJECT ORBIS INTERNATIONAL, INC. PROJECT ORBIS INTERNATIONAL, INC. RETIREMENT PLAN | NEW YORK NY | 62 | $13.9M | $891K |
| 9 | LESTER BUILDING SYSTEMS LLC. LESTER RETIREMENT BUILDER SAVINGS PLAN | LESTER PRAIRIE MN | 175 | $15.0M | $684K |
| 10 | COUVE HEALTHCARE CONSULTING, LLC EMPRES HEALTHCARE 401(K) PLAN | LAKEWOOD NJ | 2,761 | $18.9M | $499K |
