Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2040 Fund I Class N/R in their Schedule of Assets, totaling $34.7M 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 | EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN | GREENSBURG PA | 3,712 | $364.9M | $31.2M |
| 2 | LEERINK PARTNERS LLC LEERINK PARTNERS 401(K) PLAN | BOSTON MA | 343 | $76.1M | $2.3M |
| 3 | RED-ROCHESTER, LLC RED-ROCHESTER, LLC RETIREMENT PLAN |
| 130 |
| $16.6M |
| $629K |
| 4 | WALSTROM MARINE, INC. WALSTROM MARINE, INC. EMPLOYEES INVESTMENT PLAN | HARBOR SPRINGS MI | 136 | $5.8M | $538K |
