Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MM Sel T. Rowe Price Ret 2040 Pooled separate account in their Schedule of Assets, totaling $1.5M 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 | MAHUBE-OTWA COMMUNITY ACTION PARTNERSHIP, INC. MAHUBE COMMUNITY COUNCIL, INC. RETIREMENT SAVINGS PLAN | DETROIT LAKES MN | 186 | $11.5M | $1.4M |
| 2 | ARCH TECHNICAL SERVICES, LLC ATS EMPLOYEES' 401(K) PROFIT SHARING PLAN | AUSTIN TX | 0 | $0 | $101K |
