Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Retire 2040 in their Schedule of Assets, totaling $28.7M 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 | HELIX ENERGY SOLUTIONS GROUP INC. HELIX ENERGY SOLUTIONS GROUP INC. EMPLOYEES' 401K SAVINGS PLAN | HOUSTON TX | 1,172 | $122.1M | $13.4M |
| 2 | RAISING CANE'S USA, LLC RAISING CANE'S RETIREMENT SAVINGS PLAN | PLANO TX | 25,642 | $108.4M | $9.6M |
| 3 | COMPLETE OFFICE, LLC |
GERMANTOWN WI |
| 1,245 |
| $73.9M |
| $3.0M |
| 4 | VANGUARD DIRECT, INC. VANGUARD DIRECT 401(K) RETIREMENT PLAN | NEW YORK NY | 133 | $24.7M | $1.1M |
| 5 | BUCKEYE READY-MIX, L.L.C. BUCKEYE READY-MIX, L.L.C. PROFIT SHARING PLAN | REYNOLDSBURG OH | 165 | $25.8M | $946K |
| 6 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 55 | $40.9M | $618K |
