Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Retirement I 2040 in their Schedule of Assets, totaling $2.8M 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 | MOMENTUM MIDSTREAM MANAGEMENT LLC MOMENTUM MIDSTREAM MANAGEMENT LLC 401(K) PLAN | HOUSTON TX | 263 | $35.6M | $2.4M |
| 2 | A.C. LEGG PACKING CO., INC. A. C. LEGG PACKING COMPANY 401(K) PROFIT SHARING PLAN | CALERA AL | 114 | $8.3M | $411K |
| 3 | ANTONINI FREIGHT EXPRESS, INC. |
STOCKTON CA |
| 113 |
| $8.5M |
| $23K |
| 4 | TARDITI, INC. TARDITI, INC. 401(K) PROFIT SHARING PLAN | LODI CA | 96 | $7.5M | $5K |
| 5 | CHILDREN'S HOME OF STOCKTON CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN | STOCKTON CA | 56 | $3.4M | $5K |
