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 Trust in their Schedule of Assets, totaling $277.1M 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 | PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD CT | 5,862 | $1.7B | $112.7M |
| 2 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $29.6M |
| 3 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN |
AMBLER PA |
| 1,461 |
| $334.3M |
| $19.9M |
| 4 | SUPERIOR PLUS ENERGY SERVICES, INC. SUPERIOR PLUS ENERGY SERVICES, INC. 401(K) RETIREMENT PLAN | ROCHESTER NY | 2,509 | $185.8M | $19.8M |
| 5 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER REPRESENTED 401(K) PLAN | SPOKANE WA | 1,447 | $226.0M | $13.0M |
| 6 | AMERICAN PETROLEUM INSTITUTE AMERICAN PETROLEUM INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 307 | $138.5M | $12.9M |
| 7 | KUKA SYSTEMS NORTH AMERICA LLC KUKA RETIREMENT SAVINGS PLAN | STERLING HEIGHTS MI | 1,297 | $221.7M | $12.1M |
| 8 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER 401(K) PLAN | SPOKANE WA | 838 | $225.8M | $11.3M |
| 9 | RED ROBIN INTERNATIONAL, INC. RED ROBIN INTERNATIONAL, INC. 401(K) SAVINGS PLAN | ENGLEWOOD CO | 12,597 | $68.8M | $11.0M |
| 10 | INTERNATIONAL DAIRY QUEEN, INC. INTERNATIONAL DAIRY QUEEN, INC. RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 424 | $95.3M | $9.6M |
