Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2040 I in their Schedule of Assets, totaling $87.2M 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 | ESSEX PORTFOLIO L.P. ESSEX PORTFOLIO L.P. 401(K) PLAN | SAN MATEO CA | 1,720 | $138.2M | $16.2M |
| 2 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $9.7M |
| 3 | NORTH COUNTRY HEALTH SYSTEM, INC. NORTH COUNTRY HEALTH SYSTEM, INC. CONTRIBUTORY TAX SHELTERED RETIREMENT PLAN |
NEWPORT VT |
| 626 |
| $74.0M |
| $8.3M |
| 4 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $5.6M |
| 5 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN | ADA OK | 593 | $46.0M | $5.5M |
| 6 | EDF TRADING NORTH AMERICA, LLC EDF TRADING, N.A. 401(K) PLAN | HOUSTON TX | 268 | $89.3M | $4.7M |
| 7 | NORTHWEST HOSPITAL CENTER, INC. NORTHWEST HOSPITAL CENTER, INC. MONEY PURCHASE PENSION PLAN AND TRUST | OWINGS MILLS MD | 887 | $55.8M | $4.2M |
| 8 | CATALINA ISLAND COMPANY SANTA CATALINA ISLAND SAVINGS PLAN | AVALON CA | 300 | $27.3M | $3.9M |
| 9 | WIGINTON CORPORATION WIGINTON CORPORATION 401(K) RETIREMENT PLAN | SANFORD FL | 514 | $37.2M | $3.8M |
| 10 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $3.7M |
