Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2040 I Class - in their Schedule of Assets, totaling $11.3M 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 | BROCK ENTERPRISES, LLC BROCK ENTERPRISES, LLC 401(K) PLAN | HOUSTON TX | 6,469 | $88.9M | $7.1M |
| 2 | EPSILYTE HOLDINGS, LLC EPSILYTE HOLDINGS LLC 401(K) PLAN | THE WOODLANDS TX | 157 | $14.3M | $1.5M |
| 3 | CENTRAL VALLEY INDIAN HEALTH SERVICES, INC. CENTRAL VALLEY INDIAN HEALTH SERVICES, INC. 401(K) PLAN |
CLOVIS CA |
| 133 |
| $20.0M |
| $1.3M |
| 4 | GENESYS WORKS GENESYS WORKS 403B RETIREMENT PLAN | KELLER TX | 844 | $3.9M | $512K |
| 5 | APPALACHIAN AGENCY FOR SENIOR CITIZENS APPALACHIAN AGENCY FOR SENIOR CITIZENS, INC. 403(B) PLAN | CEDAR BLUFF VA | 215 | $5.3M | $432K |
| 6 | OXFORD MANAGEMENT GROUP, LLC OXFORD MANAGEMENT GROUP, LLC 401(K) PLAN | WICHITA KS | 624 | $2.5M | $348K |
| 7 | GEOPOINT SURVEYING INC GEOPOINT SURVEYING INC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 251 | $6.5M | $162K |
