Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T.Rowe Price TRP RETIRE 2040 I in their Schedule of Assets, totaling $34.2M 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 | WAKEMED WAKEMED RETIREMENT SAVINGS PLAN | RALEIGH NC | 12,421 | $1.4B | $27.7M |
| 2 | THERAPY 2000, INC. T2K 401(K) PLAN | IRVING TX | 942 | $30.6M | $2.5M |
| 3 | CHRISTIAN LOUBOUTIN, LLC CHRISTIAN LOUBOUTIN, LLC 401(K) PROFIT SHARING PLAN & TRUST |
| 325 |
| $21.7M |
| $1.5M |
| 4 | ASTREYA PARTNERS, LLC ASTREYA PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 976 | $26.2M | $1.3M |
| 5 | HOLLAND ROOFING, INC. HOLLAND ROOFING, INC. 401(K) PLAN | FLORENCE KY | 332 | $9.4M | $1.2M |
