Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TRP RETIRE 2040 ADV in their Schedule of Assets, totaling $6.4M 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 | HUDSON SCENIC STUDIO, INC. HUDSON SCENIC STUDIO, INC. TPU LOCAL #1 SAVINGS PLAN | YONKERS NY | 148 | $22.5M | $2.5M |
| 2 | ALTERNATIVES, INC. ALTERNATIVES, INC. 401(K) PLAN | RARITAN NJ | 266 | $12.2M | $1.1M |
| 3 | DKD PROPERTY MANAGEMENT COMPANY DKD PROPERTY MANAGEMENT COMPANY 401(K) & PROFIT SHARING PLAN |
SAN JOSE CA |
| 98 |
| $14.6M |
| $964K |
| 4 | FRANCOTYP-POSTALIA INC FRANCOTYP-POSTALIA INC 401(K) PLAN | ADDISON IL | 119 | $10.4M | $855K |
| 5 | PAISLEY CRAFTS, LLC PAISLEY CRAFTS, LLC 401(K) PLAN | FRESNO CA | 54 | $9.6M | $546K |
| 6 | JSC SYSTEMS, INC. JSC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 168 | $4.4M | $424K |
