Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 167 U.S. retirement plans report holding TRP Retirement 2040 I in their Schedule of Assets, totaling $278.5M 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 | RINGCENTRAL INC RINGCENTRAL INC. | BELMONT CA | 2,023 | $227.6M | $15.8M |
| 2 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $15.3M |
| 3 | INTEGRATED POWER SERVICES INTEGRATED POWER SERVICES RETIREMENT SAVINGS PLAN |
GREENVILLE SC |
| 1,990 |
| $138.1M |
| $13.8M |
| 4 | KEARNEY & COMPANY, P.C. KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 1,027 | $116.1M | $11.2M |
| 5 | ROSEBUD MINING COMPANY ROSEBUD MINING COMPANY 401(K) PLAN | KITTANNING PA | 922 | $235.1M | $10.2M |
| 6 | ROSE BRAND WIPERS, INC. ROSE BRAND WIPERS PROFIT SHARING PLAN | SECAUCUS NJ | 312 | $45.5M | $5.9M |
| 7 | JSSI MANAGEMENT ENTERPRISES, LLC JSSI MANAGEMENT ENTERPRISES, LLC 401(K) PLAN | CHICAGO IL | 269 | $38.0M | $5.9M |
| 8 | FUYAO GLASS AMERICA INC. FUYAO USA 401(K) RETIREMENT PLAN | DAYTON OH | 2,635 | $60.4M | $5.6M |
| 9 | IRONWOOD PHYSICIANS IRONWOOD PHYSICIANS 401(K) PLAN | CHANDLER AZ | 517 | $62.9M | $5.4M |
| 10 | CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN | DALLAS TX | 29 | $33.1M | $5.0M |
