Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AXA Equitable T. Rowe Price Retirement 2040 R N/R in their Schedule of Assets, totaling $225K 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 | SAVCOP, LTD. THE SAVCOP, LTD. 401(K) PLAN | IRVING TX | 265 | $5.1M | $225K |
