Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Trp Retirement 2040 in their Schedule of Assets, totaling $339.4M 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 | PIEDMONT HEALTHCARE, INC. PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN | ATLANTA GA | 35,819 | $2.9B | $284.4M |
| 2 | BRAMBLES USA, INC. BRAMBLES USA 401(K) PLAN | ORLANDO FL | 2,839 | $304.5M | $19.8M |
| 3 | KAMAN CORPORATION KAMAN CORPORATION 401K PLAN |
BLOOMFIELD CT |
| 1,619 |
| $452.6M |
| $16.0M |
| 4 | ELKEM SILICONES USA CORP. ELKEM SILICONES USA CORP. 401(K) PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 242 | $61.5M | $4.2M |
| 5 | MCH PROFESSIONAL CARE MCH PROFESSIONAL CARE 401(K) TRUST | ODESSA TX | 121 | $41.8M | $4.1M |
| 6 | SWDIC IMAGING CENTER PARTNERSHIP, LLP SOUTHWEST DIAGNOSTIC IMAGING CENTER 401(K) RETIREMENT PLAN | DALLAS TX | 190 | $43.0M | $3.8M |
| 7 | DAYTON T. BROWN INC. DAYTON T. BROWN, INC. PROFIT SHARING PENSION PLAN | BOHEMIA NY | 267 | $64.1M | $3.2M |
| 8 | BOWDITCH & DEWEY, LLP BOWDITCH & DEWEY PROFIT SHARING PLAN | WORCESTER MA | 118 | $70.2M | $2.2M |
| 9 | ADVANCED VEHICLE ASSEMBLIES LLC GLOBAL AUTOMOTIVE SYSTEMS 401(K) RETIREMENT PLAN | ROCHESTER HILLS MI | 376 | $17.9M | $1.0M |
| 10 | STONEY CREEK HOSPITALITY CORPORATION STONEY CREEK 401K) PLAN | DUBUQUE IA | 455 | $4.8M | $602K |
