Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding RET2040 I T. Rowe Price Retirement 2040 I Class in their Schedule of Assets, totaling $388K 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 | CHILD START, INC. CHILD START, INC. 403(B) RETIREMENT PLAN AND TRUST | WICHITA KS | 155 | $5.1M | $295K |
| 2 | AUTISM TREATMENT CENTER ATC 401(K) PROFIT SHARING PLAN | DALLAS TX | 254 | $4.2M | $93K |
