Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Great Gray Trust T. Rowe Price Retirement Date 2040 Trust in their Schedule of Assets, totaling $1.2M 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 | DIVERSIFIED TOOLING GROUP, INC. DIVERSIFIED TOOLING GROUP EMPLOYEES 401(K) AND PROFIT SHARING PLAN | MADISON HEIGHTS MI | 323 | $21.1M | $1.2M |
