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 Retrmnt 2040 in their Schedule of Assets, totaling $153.6M 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 | SPARROW HEALTH SYSTEM SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT SAVINGS PLAN | LANSING MI | 8,310 | $806.5M | $133.5M |
| 2 | TOYOTA BOSHOKU AMERICA, INC. TOYOTA BOSHOKU AMERICA, INC. 401(K) PROFIT SHARING PLAN & TRUST | ERLANGER KY | 4,244 | $233.1M | $13.8M |
| 3 | SPARROW HEALTH SYSTEM |
LANSING MI |
| 405 |
| $26.7M |
| $4.0M |
| 4 | SEH AMERICA, INC. SEH AMERICA, INC. EMPLOYEE BENEFIT SAVINGS PLAN | VANCOUVER WA | 1,115 | $169.7M | $2.2M |
| 5 | SPARROW DEVELOPMENT, INC. SPARROW HEALTH SYSTEM AFFILIATE 401(K) PLAN | LANSING MI | 324 | $6.1M | $144K |
