Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Retirement 2040 Fund N/R in their Schedule of Assets, totaling $42.6M 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 | SCHOTTENSTEIN STORES CORP. THE PROFIT SHARING AND 401(K) PLAN | COLUMBUS OH | 3,103 | $163.5M | $10.2M |
| 2 | INTERNATIONAL CODE COUNCIL ICC EMPLOYEES 401(K) PROFIT SHARING PLAN | COUNTRY CLUB HILLS IL | 706 | $119.8M | $9.5M |
| 3 | MOUNT NITTANY MEDICAL CENTER MOUNT NITTANY MEDICAL CENTER 403(B) PLAN |
STATE COLLEGE PA |
| 2,590 |
| $165.8M |
| $8.3M |
| 4 | HAL LEONARD LLC HAL LEONARD LLC DEFERRED COMPENSATION PROFIT SHARING PLAN | MILWAUKEE WI | 296 | $54.0M | $5.3M |
| 5 | JUPITER MEDICAL CENTER, INC. JUPITER MEDICAL CENTER, INC. 403 (B) RETIREMENT SAVINGS PLAN | JUPITER FL | 2,646 | $126.0M | $3.9M |
| 6 | HERMES OF PARIS, INC. HERMES OF PARIS, INC. RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 1,421 | $178.4M | $2.7M |
| 7 | KIDKRAFT, INC. KIDKRAFT, INC. 401(K) PLAN | DALLAS TX | 135 | $12.1M | $1.4M |
| 8 | KLEHR HARRISON HARVEY BRANZBURG LLP KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 102 | $90.5M | $1.3M |
