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 $50.6M 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 | 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 |
| 2 | SG ADMINISTRATION, LLC SG ADMINISTRATION, LLC 401(K) SAVINGS AND INVESTMENT PLAN | SELMA TX | 719 | $118.8M | $8.9M |
| 3 | ODYSSEY SYSTEMS CONSULTING GROUP |
WAKEFIELD MA |
| 1,397 |
| $125.8M |
| $7.0M |
| 4 | LABATON KELLER SUCHAROW LLP LABATON KELLER SUCHAROW LLP 401(K) SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 167 | $51.5M | $5.0M |
| 5 | ALICE HYDE MEDICAL CENTER SAVINGS PLAN FOR EMPLOYEES OF ALICE HYDE MEDICAL CENTER | MALONE NY | 593 | $57.4M | $4.6M |
| 6 | KAHALA BRANDS, INC. KAHALA BRANDS 401(K) PLAN | SCOTTSDALE AZ | 423 | $32.9M | $4.3M |
| 7 | KLARQUIST SPARKMAN, LLP KLARQUIST SPARKMAN, LLP 401(K) RETIREMENT PLAN | PORTLAND OR | 146 | $76.4M | $3.8M |
| 8 | JC RESORTS LLC JC RESORTS LLC 401(K) BENEFIT PLAN | LA JOLLA CA | 1,375 | $32.6M | $3.4M |
| 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 |
