Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Trp Retire 2040 I Mutual Fund in their Schedule of Assets, totaling $52.6M 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 | UBISOFT, INC. UBISOFT, INC. 401(K) PLAN | SAN FRANCISO CA | 546 | $129.3M | $19.4M |
| 2 | SECURUS TECHNOLOGIES, LLC AVENTIV TECHNOLOGIES 401(K) SAVINGS PLAN | PLANO TX | 1,447 | $125.0M | $8.6M |
| 3 | CROSS COUNTRY HEALTHCARE CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN |
BOCA RATON FL |
| 19,422 |
| $218.3M |
| $8.0M |
| 4 | PEABODY PROPERTIES, INC. PEABODY PROPERTIES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | BRAINTREE MA | 619 | $40.4M | $3.2M |
| 5 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN | NEW YORK NY | 360 | $96.2M | $3.0M |
| 6 | GAGEMAKER, LP FBD-GAGEMAKER 401(K) PLAN | PASADENA TX | 295 | $22.4M | $2.7M |
| 7 | SOJITZ CORPORATION OF AMERICA SAG 401(K) PLAN | BERKELEY CA | 448 | $40.8M | $2.6M |
| 8 | USHG, LLC USHG 401(K) PLAN | NEW YORK NY | 2,531 | $27.7M | $2.3M |
| 9 | MOBIQUITY, INC. MOBIQUITY 401(K) PROFIT SHARING PLAN | WALTHAM MA | 100 | $18.2M | $1.8M |
| 10 | TEXAS TRANSEASTERN, INC. TEXAS TRANSEASTERN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PASADENA TX | 554 | $7.9M | $1.0M |
