Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2040 Inv in their Schedule of Assets, totaling $20.4M 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 | ARCHITECT EQUITY MANAGEMENT LLC ARCHITECT EQUITY 401(K) PLAN | EL SEGUNDO CA | 889 | $32.6M | $5.1M |
| 2 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $3.7M |
| 3 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
SAN FRANCISCO CA |
| 83 |
| $22.8M |
| $3.6M |
| 4 | ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE TN | 669 | $35.3M | $2.6M |
| 5 | MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY SHIPS | LINDALE TX | 430 | $9.3M | $1.0M |
| 6 | PUREVIEW HEALTH CENTER PUREVIEW HEALTH CENTER 401(K) PLAN | HELENA MT | 104 | $5.3M | $1.0M |
| 7 | TERRY'S ELECTRIC, INC. TERRY'S ELECTRIC 401(K) SAVINGS PLAN | KISSIMMEE FL | 278 | $11.9M | $969K |
| 8 | CHAGS HEALTH INFORMATION TECHNOLOGY, LLC C-HIT 401(K) | COLUMBIA MD | 68 | $9.0M | $516K |
| 9 | FEDERAL MARINE TERMINALS, INC. FEDERAL MARINE TERMINALS, INC. 401K RETIREMENT PLAN | — | 146 | $7.9M | $483K |
| 10 | UNITED WAY OF CENTRAL MARYLAND, INC UNITED WAY OF CENTRAL MARYLAND, INC. SECTION 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 208 | $19.0M | $396K |
