Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TRP RETIRE 2040 I in their Schedule of Assets, totaling $23.2M 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 | GREYSTONE SELECT INCORPORATED GREYSTONE 401(K) SAVINGS PLAN | NEW YORK NY | 1,330 | $207.0M | $12.5M |
| 2 | MCGREGOR COMPANY THE MCGREGOR COMPANY QUALIFIED PROFIT SHARING 401(K) PLAN | COLFAX WA | 420 | $78.9M | $4.7M |
| 3 | CONTINENTAL RESOURCES, INC. CONRES SMART RETIRE PLAN |
BEDFORD MA |
| 297 |
| $86.3M |
| $3.6M |
| 4 | L & N FEDERAL CREDIT UNION L & N FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 297 | $35.7M | $2.4M |
