Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TROWE PRICE RETIREMENT 2040 I Registered Investment Company in their Schedule of Assets, totaling $32.9M 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 | MOFFATT & NICHOL MOFFATT & NICHOL 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 1,024 | $230.4M | $10.9M |
| 2 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $8.4M |
| 3 | RUSSELL MCCALL'S INC. DBA GOURMET FOODS INTERNATIONAL |
DECATUR GA |
| 1,121 |
| $58.6M |
| $4.3M |
| 4 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES | NEW YORK NY | 540 | $176.8M | $2.9M |
| 5 | THERMON, INC. THERMON INC. 401(K) PLAN | AUSTIN TX | 663 | $70.9M | $2.4M |
| 6 | COLOR-ART PALETTE, INC. COLOR-ART PALETTE, INC. EMPLOYEES PROFIT SHARING PLAN | ST. LOUIS MO | 192 | $26.3M | $1.9M |
| 7 | KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. 401(K) PROFIT SHARING PLAN | ERIE PA | 87 | $41.9M | $1.1M |
| 8 | ANKROM MOISAN ARCHITECTS INC ANKROM MOISAN ARCHITECTS 401(K) PLAN | PORTLAND OR | 146 | $28.2M | $881K |
