Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Trust Company Retirement 2040 Fund* # in their Schedule of Assets, totaling $74.6M 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 | SANDVIK, INC. SANDVIK 401(K) RETIREMENT PLAN | MEBANE NC | 2,603 | $693.0M | $52.9M |
| 2 | SAUL EWING LLP SAUL EWING RETIREMENT PLAN | PHILADELPHIA PA | 869 | $489.3M | $15.1M |
| 3 | HMT LLC HMT 401(K) RETIREMENT PLAN | THE WOODLANDS TX |
| 1,204 |
| $40.7M |
| $2.1M |
| 4 | ICAHN CHARTER SCHOOL 1 ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN | BRONX NY | 325 | $21.9M | $1.9M |
| 5 | THE BALTIMORE LIFE INSURANCE CO. THE BALTIMORE LIFE 401K BENEFIT PLAN | OWINGS MILLS MD | 211 | $56.4M | $1.6M |
| 6 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $822K |
| 7 | REWORLD PROJECTS, LLC REWORLD PROJECTS SECURITY FUND PLAN | MORRISTOWN NJ | 183 | $18.0M | $270K |
