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 Retirement 2040 Fund I Class in their Schedule of Assets, totaling $6.0M 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 | REV FEDERAL CREDIT UNION REV FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | SUMMERVILLE SC | 253 | $19.8M | $2.4M |
| 2 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $1.6M |
| 3 | ONE CALL CONCEPTS, INC. ONE CALL CONCEPTS, INC. 401K PLAN |
HANOVER MD |
| 383 |
| $24.5M |
| $1.3M |
| 4 | PRINCIPLE BUSINESS ENTERPRISES, INC. PRINCIPLE BUSINESS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DUNBRIDGE OH | 289 | $25.2M | $297K |
| 5 | CIVEO MANAGEMENT LLC CIVEO MANAGEMENT LLC 401K RETIREMENT PLAN | — | 27 | $9.6M | $239K |
| 6 | INSTRUCTIONAL EMPOWERMENT INC INSTRUCTIONAL EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BLAIRSVILLE PA | 114 | $4.5M | $157K |
