Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Ret 2040 I in their Schedule of Assets, totaling $234.1M 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $163.8M |
| 2 | ATRICURE, INC. ATRICURE, INC. 401(K) PLAN | MASON OH | 1,189 | $151.0M | $21.0M |
| 3 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN |
CORAL GABLES FL |
| 731 |
| $163.4M |
| $10.4M |
| 4 | THE SOLOMON R. GUGGENHEIM FOUNDATION THE SOLOMON R. GUGGENHEIM FOUNDATION 403(B) RETIREMENT PLAN | NEW YORK NY | 482 | $56.3M | $6.5M |
| 5 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN | KENOSHA WI | 2,347 | $89.2M | $6.2M |
| 6 | THE WASHINGTON HOSPITAL THE WASHINGTON HOSPITAL RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 1,554 | $119.8M | $6.1M |
| 7 | ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN | SARANAC LAKE NY | 837 | $102.1M | $3.8M |
| 8 | JACKSONVILLE JAGUARS, LLC JACKSONVILLE JAGUARS 401(K) PLAN | JACKSONVILLE FL | 404 | $46.8M | $3.5M |
| 9 | EILEEN FISHER, INC. EILEEN FISHER, INC. 401(K) EMPLOYEE SAVINGS PLAN | IRVINGTON NY | 842 | $92.9M | $3.4M |
| 10 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | KENOSHA WI | 2,131 | $30.2M | $2.6M |
