Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Matrix Trust Company T. Rowe Price Retirement 2040 Fund in their Schedule of Assets, totaling $1.4M 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 | COLLINS COMMUNITY CREDIT UNION COLLINS COMMUNITY CREDIT UNION 401(K) PLAN AND TRU | CEDAR RAPIDS IA | 190 | $23.2M | $1.4M |
