Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Trp Retirement 2040 Mutual fund - in their Schedule of Assets, totaling $82.0M 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 | CHAMPLAIN VALLEY PHYSICIANS HOSPITAL CHAMPLAIN VALLEY PHYSICIANS HOSPITAL 403(B) RETIREMENT SAVINGS PLAN | PLATTSBURGH NY | 2,570 | $334.8M | $32.1M |
| 2 | FARMERS & MERCHANTS BANK OF LONG BEACH FARMERS & MERCHANTS BANK OF LONG BEACH PROFIT SHARING AND 401(K) PLAN | LONG BEACH CA | 895 | $174.5M | $10.1M |
| 3 | SG ADMINISTRATION, LLC |
SELMA TX |
| 719 |
| $118.8M |
| $8.9M |
| 4 | ODYSSEY SYSTEMS CONSULTING GROUP ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN | WAKEFIELD MA | 1,397 | $125.8M | $7.0M |
| 5 | JC RESORTS LLC JC RESORTS LLC 401(K) BENEFIT PLAN | LA JOLLA CA | 1,375 | $32.6M | $6.6M |
| 6 | LABATON KELLER SUCHAROW LLP LABATON KELLER SUCHAROW LLP 401(K) SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 167 | $51.5M | $5.0M |
| 7 | ALICE HYDE MEDICAL CENTER SAVINGS PLAN FOR EMPLOYEES OF ALICE HYDE MEDICAL CENTER | MALONE NY | 593 | $57.4M | $4.6M |
| 8 | KAHALA BRANDS, INC. KAHALA BRANDS 401(K) PLAN | SCOTTSDALE AZ | 423 | $32.9M | $4.3M |
| 9 | VIBES MEDIA, LLC VIBES MEDIA 401(K) PLAN & TRUST | CHICAGO IL | 95 | $13.3M | $1.7M |
| 10 | HUNTER, KEITH INDUSTRIES, INC. HUNTER, KEITH RETIREMENT & SAVINGS PLAN | WAYZATA MN | 122 | $16.9M | $1.2M |
