Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TRP Retirement 2040 in their Schedule of Assets, totaling $38.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $21.2M |
| 2 | NORTHWESTERN COUNSELING AND SUPPORT SERVICES, INC. NORTHWESTERN COUNSELING AND SUPPORT SERVICES TAX DEFERRED ANNUITY | ST. ALBANS VT | 479 | $36.9M | $4.9M |
| 3 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN |
NY NY |
| 377 |
| $110.5M |
| $3.3M |
| 4 | RAINBOW GROCERY COOPERATIVE, INC. RAINBOW GROCERY COOPERATIVE, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 186 | $31.4M | $2.9M |
| 5 | NATURAL ALTERNATIVES INTERNATIONAL, INC. NATURAL ALTERNATIVES PARTNERSHIP FOR PROFITS PLAN | CARLSBAD CA | 224 | $21.4M | $1.9M |
| 6 | CSI IT, LLC CONSULTING SOLUTIONS 401(K) PLAN | JACKSONVILLE FL | 877 | $24.1M | $1.3M |
| 7 | BIG BROTHERS BIG SISTERS OF AMERICA BIG BROTHERS BIG SISTERS OF AMERICA RETIREMENT PLAN | TAMPA FL | 113 | $5.8M | $1.1M |
| 8 | ASPIRE MRO, LLC ASPIRE MRO, LLC 401K PLAN | FT WORTH TX | 238 | $12.2M | $809K |
| 9 | CREATIVE LABS, INC. CREATIVE HOLDINGS 401(K) PLAN | MILPITAS CA | 6 | $26.1M | $605K |
| 10 | SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. SDPMNA SAVINGS AND RETIREMENT PLAN | SUWANEE GA | 110 | $23.8M | $146K |
