Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding TROWEPRICE RETIREMENT 2040 INV in their Schedule of Assets, totaling $93.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TUNGSTEN AUTOMATION CORPORATION TUNGSTEN AUTOMATION 401(K) SALARY SAVINGS PLAN | IRVINE CA | 465 | $143.1M | $8.2M |
| 2 | PMA FINANCIAL NETWORK, LLC PMA FINANCIAL NETWORK, LLC 401(K) PLAN | NAPERVILLE IL | 175 | $49.9M | $6.6M |
| 3 | THE MIL CORPORATION THE MIL CORPORATION 401(K) PLAN |
BOWIE MD |
| 796 |
| $90.8M |
| $6.4M |
| 4 | CALAMP CORP. CALAMP CORP. EMPLOYEES SAVINGS PLAN | CARLSBAD CA | 232 | $75.8M | $6.3M |
| 5 | CASTLIGHT HEALTH, INC. CASTLIGHT HEALTH INC 401K SAVINGS PLAN | SAN FRANCISCO CA | 443 | $41.4M | $4.7M |
| 6 | KENWOOD DEALER GROUP, INC. THE KENWOOD DEALER GROUP EMPLOYEE RETIREMENT PLAN | MASON OH | 685 | $58.1M | $4.7M |
| 7 | KNOWLEDGE SYSTEMS & RESEARCH, IN KNOWLEDGE SYSTEMS & RESEARCH, INC. 401(K) PROFIT SHARING PLAN | SYRACUSE NY | 92 | $18.0M | $3.2M |
| 8 | RUBIES II, LLC RUBIES II, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 275 | $37.8M | $2.7M |
| 9 | QUALITY GOLD OF CINCINNATI, INC. QUALITY GOLD 401(K) AND PROFIT SHARING PLAN | FAIRFIELD OH | 310 | $33.9M | $2.4M |
| 10 | THE CATON COMPANIES THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 324 | $29.8M | $2.3M |
