Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S SHARES / UNITS T. Rowe Retirement 2040 Fd Advisor Cl in their Schedule of Assets, totaling $5.3M 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 | FORESTDALE, INC. FORESTDALE, INC. CASH OR DEFERRED PLAN & TRUST | FOREST HILLS NY | 304 | $15.6M | $5.3M |
