Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National T. Rowe Price 2040 Fund in their Schedule of Assets, totaling $2K 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 | SOUTHEASTERN COMMUNITY ACTION 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHEASTERN COMMUNITY ACTION PARTNERSHIP, INC. | LUMBERTON NC | 327 | $6.4M | $2K |
