Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF T. Rowe Price Retire 2040 Fund - in their Schedule of Assets, totaling $11.1M 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 | RHODES COLLEGE RHODES COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS TN | 778 | $173.9M | $4.3M |
| 2 | CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ORANGE CA | 1,909 | $269.1M | $4.1M |
| 3 | CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN |
ORANGE CA |
| 1,909 |
| $303.9M |
| $2.7M |
