Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ameritas T. Rowe Price Retirement 2040, Advisor Class in their Schedule of Assets, totaling $18K 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 | SUTPHEN CORPORATION SUTPHEN CORP. MEMBERS OF TEAMSTERS LOCAL 284 401(K) PLAN | DUBLIN OH | 90 | $3.7M | $18K |
