Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TRP RETIRE 2040 I Registered Investment Company in their Schedule of Assets, totaling $14.9M 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 | ELEVATIONS CREDIT UNION ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN | BOULDER CO | 573 | $78.2M | $6.8M |
| 2 | VARNUM LLP VARNUM LLP MASTER TRUST | GRAND RAPIDS MI | — | $206.4M | $4.8M |
| 3 | IMPINJ, INC. IMPINJ, INC. 401(K) PLAN | SEATTLE |
| 352 |
| $71.1M |
| $3.3M |
