Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 117 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2040 Fund in their Schedule of Assets, totaling $586.3M 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 | UNDER ARMOUR, INC. UNDER ARMOUR 401(K) PLAN | BALTIMORE MD | 12,621 | $382.2M | $45.6M |
| 2 | PANDUIT CORP. PANDUIT 401(K) AND PROFIT SHARING PLAN | TINLEY PARK IL | 1,550 | $692.2M | $43.8M |
| 3 | AVNET, INC. AVNET 401(K) PLAN | PHOENIX AZ |
| 2,753 |
| $624.3M |
| $41.9M |
| 4 | KRATOS DEFENSE & SECURITY SOLUTIONS, INC KRATOS DEFENSE & SECURITY SOLUTIONS, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | SAN DIEGO CA | 3,297 | $534.3M | $31.4M |
| 5 | SILVER CROSS HOSPITAL & MEDICAL CENTERS SILVER CROSS HOSPITAL & MEDICAL CENTERS EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | NEW LENOX IL | 3,336 | $294.9M | $30.3M |
| 6 | DUNCAN AVIATION, INC. DUNCAN AVIATION, INC. 401(K) RETIREMENT PLAN | LINCOLN NE | 2,985 | $446.1M | $26.0M |
| 7 | APPLIED SYSTEMS, INC. APPLIED SYSTEMS, INC. RETIREMENT SAVINGS PLAN | UNIVERSITY PARK IL | 1,704 | $225.8M | $22.3M |
| 8 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $20.7M |
| 9 | POWELL INDUSTRIES, INC. POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN | HOUSTON TX | 2,164 | $252.3M | $18.2M |
| 10 | PHYSICIANS FOR WOMEN'S HEALTH, LLC PHYSICIANS FOR WOMEN'S HEALTH, LLC SAVINGS AND RETIREMENT PLAN | ROCKY HILL CT | 1,210 | $212.6M | $17.9M |
