Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TRowe Price Retirement 2040 I Mutual Fund ^ in their Schedule of Assets, totaling $30.2M 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 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $12.4M |
| 2 | INDUSTRIAL MANUFACTURING COMPANY, LLC IMC COMPANIES 401(K) & INVESTMENT PLAN | BRECKSVILLE OH | 1,134 | $159.1M | $11.1M |
| 3 | SAN FRANCISCO MUSEUM OF MODERN ART |
SAN FRANCISCO CA |
| 603 |
| $73.2M |
| $3.6M |
| 4 | THE TAFT SCHOOL THE TAFT SCHOOL 403(B) RETIREMENT PLAN | WATERTOWN CT | 258 | $120.9M | $3.0M |
