Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. ROWE PRICE TROWEPRICE RET 2040 I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $6.7M 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 | KNOX COMMUNITY HOSPITAL KNOX COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MT VERNON OH | 1,378 | $52.5M | $1.9M |
| 2 | PEOPLE OF FAITH INC. ROYAL OAKS 403B PLAN | SUN CITY AZ | 361 | $10.0M | $941K |
| 3 | ABILITYFIRST ABILITYFIRST DEFINED CONTRIBUTION PLAN |
PASADENA CA |
| 395 |
| $17.5M |
| $623K |
| 4 | CERES ENVIRONMENTAL SERVICES INC. CERES ENVIRONMENTAL SERVICES 401K PROFIT SHARING PLAN | SARASOTA FL | 710 | $9.1M | $596K |
| 5 | GUARDIAN ANGELS HEALTH SERVICES INC. GUARDIAN ANGELS 403B RETIREMENT PLAN | ELK RIVER MN | 573 | $9.6M | $595K |
| 6 | THE BILTMORE HOTEL LIMITED PARTNERSHIP SEAWAY HOTELS 401K | CORAL GABLES FL | 1,185 | $18.6M | $565K |
| 7 | LA CAUSA INC. LA CAUSA INC. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 177 | $4.7M | $504K |
| 8 | SKYMARK BUYERS CORP. SKYMARK BUYERS CORP. 401K PLAN | KANSAS CITY MO | 237 | $3.7M | $452K |
| 9 | FIRETREE LTD. FIRETREE LTD. 401K PLAN | WILLIAMSPORT PA | 203 | $6.5M | $317K |
| 10 | GUARDIAN ANGELS HEALTH SERVICES INC. GUARDIAN ANGELS EMPLOYER SPONSORED PLAN | ELK RIVER MN | 267 | $5.2M | $187K |
