Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding TRwPr Retirement 2040 Fund I Registered Investment Company in their Schedule of Assets, totaling $46.1M 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 | METRO INFECTIOUS DISEASE CONSULTANT METRO INFECTIOUS DISEASE CONSULTANTS, LLC PROFIT | BURR RIDGE IL | 558 | $101.6M | $5.9M |
| 2 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE | ALBANY NY | 1,887 | $106.3M | $4.9M |
| 3 | BEUSA ENERGY, LLC BEUSA ENERGY 401(K) PLAN |
THE WOODLANDS TX |
| 1,191 |
| $69.0M |
| $4.7M |
| 4 | WEIRTON MEDICAL CENTER WEIRTON MEDICAL CENTER SUPPLEMENTAL RETIREMENT INCOME PLAN | WEIRTON WV | 1,341 | $60.6M | $4.1M |
| 5 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $3.3M |
| 6 | REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT MO | 830 | $27.6M | $3.1M |
| 7 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $2.8M |
| 8 | DALBY, WENDLAND AND COMPANY, P. C. DALBY, WENDLAND AND COMPANY, P. C. SALARY | GRAND JUNCTION CO | 96 | $17.3M | $2.3M |
| 9 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $2.1M |
| 10 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $1.6M |
