Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MassMutual Investments Select T. Rowe Price Retirement 2040 Fund in their Schedule of Assets, totaling $104K 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 | MHKY MANAGEMENT SERVICES, LLC MASONIC HOMES KY RETIREMENT SAVINGS PLAN | MASONIC HOME KY | 476 | $11.5M | $71K |
| 2 | MASONIC HOMES OF KENTUCKY, INC. MASONIC HOMES OF KENTUCKY, INC. RETIREMENT SAVINGS PLAN | MASONIC HOME KY | 649 | $10.6M | $33K |
