Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2040 in their Schedule of Assets, totaling $495.2M 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 | TATA AMERICA INTERNATIONAL CORPORATION TCS 401(K) PLAN | EDISON NJ | 48,941 | $2.4B | $172.0M |
| 2 | ANSYS, INC. ANSYS, INC. EMPLOYEES' RETIREMENT PROGRAM | CANONSBURG PA | 2,487 | $945.3M | $65.9M |
| 3 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS RETIREMENT PLAN |
ST. PAUL MN |
| 2,605 |
| $459.7M |
| $28.7M |
| 4 | SARNOVA HC, LLC SARNOVA HC, LLC PROFIT SHARING PLAN AND TRUST | DUBLIN OH | 1,399 | $100.0M | $13.4M |
| 5 | APEX TOOL GROUP, LLC APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN | SPARKS MD | 1,196 | $276.3M | $12.6M |
| 6 | BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY WI | 957 | $315.7M | $12.4M |
| 7 | CENTURY ALUMINUM COMPANY CENTURY ALUMINUM 401(K) PLAN | CHICAGO IL | 1,434 | $149.7M | $12.1M |
| 8 | DXP ENTERPRISES, INC. DXP ENTERPRISES, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 2,901 | $250.1M | $9.2M |
| 9 | BELFOR USA GROUP, INC. BELFOR GROUP 401(K) PLAN | BIRMINGHAM MI | 2,528 | $173.2M | $8.4M |
| 10 | SH GROUP, INC. SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 548 | $140.7M | $8.2M |
