Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fund T. Rowe Price T. Rowe Price Retirement 2040 N/R in their Schedule of Assets, totaling $371K 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 | KOONS OF SILVER SPRING, INC. KOONS OF SILVER SPRING RETIREMENT SAVINGS PLAN | SILVER SPRING MD | 166 | $8.5M | $371K |
