Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T.Rowe Price Target 2040 I in their Schedule of Assets, totaling $36.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $8.5M |
| 2 | PRESBYTERIAN HOMES RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES | SKOKIE IL | 1,235 | $69.5M | $7.6M |
| 3 | TOMAH MEMORIAL HOSPITAL TOMAH HEALTH RETIREMENT PLAN |
TOMAH WI |
| 431 |
| $35.5M |
| $6.1M |
| 4 | SWISS KRONO USA, INC. SWISS KRONO USA, INC. 401K RETIREMENT PLAN | BARNWELL SC | 323 | $15.9M | $3.8M |
| 5 | GEORGES ENTERPRISES, LLC GEORGES ENTERPRISES 401(K) PLAN | HARAHAN LA | 917 | $55.6M | $2.7M |
| 6 | PYRAMID CONSULTING, INC. PYRAMID CONSULTING, INC. 401(K) PLAN | ALPHARETTA GA | 1,735 | $32.8M | $2.7M |
| 7 | T.I.B.A. LLC T.I.B.A. LLC 401(K) PLAN | COLUMBUS OH | 87 | $4.2M | $1.3M |
| 8 | WOODSAGE LLC WOODSAGE LLC 401(K) PLAN | HOLLAND OH | 116 | $7.6M | $1.2M |
| 9 | FRANCONIA-SPRINGFIELD SURGERY INOVA SURGERY CENTERS 401(K) PLAN | ALEXANDRIA VA | 378 | $26.6M | $823K |
| 10 | KARL CHEVROLET, INC. KARL CHEVROLET, INC. 401(K) PLAN | ANKENY IA | 704 | $31.2M | $683K |
