Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TRP RETIREMENT I 2040 - I in their Schedule of Assets, totaling $16.1M 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 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $9.8M |
| 2 | FLAGSHIP ENTERPRISES HOLDING FLAGSHIP HOLDING PROFIT SHARING AND 401(K) PLAN | SAN JOSE CA | 1,788 | $17.1M | $2.0M |
| 3 | CORPORATE IMAGING CONCEPTS, LLC CORPORATE IMAGING CONCEPTS, LLC |
NORTHBROOK IL |
| 121 |
| $7.5M |
| $1.5M |
| 4 | PD SYSTEMS, LLC PD SYSTEMS, LLC 401(K) PLAN | SPRINGFIELD VA | 250 | $8.2M | $1.0M |
| 5 | EAGLE WINGS INDUSTRIES, INC EAGLE WINGS INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | RANTOUL IL | 86 | $6.7M | $739K |
| 6 | EDI HEALTH GROUP, INC. EDI HEALTH GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 106 | $6.8M | $422K |
| 7 | 3CHORDS, INC / DBA THERAPY TRAVE THERAPY TRAVELERS 401(K) PLAN | EL SEGUNDO CA | 952 | $4.2M | $416K |
| 8 | ANGELOS RECYCLED MATERIALS ANGELOS RECYCLED MATERIALS 401(K) PLAN | ST PETERSBURG FL | 101 | $994K | $90K |
| 9 | FITNESS & WELLNESS PROFESSIONAL FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC | PARLIN NJ | 566 | $3.2M | $1K |
