Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s T. Rowe Price Retirement 2040 in their Schedule of Assets, totaling $3.0M 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 | CIRKS CONSTRUCTION, INC. CIRKS CONSTRUCTION, INC. 401(K) PLAN | ORANGE CA | 375 | $11.9M | $1.7M |
| 2 | MOYE WHITE LLP MOYE WHITE LLP 401(K) PROFIT-SHARING PLAN AND TRUST | DENVER CO | 0 | $13.0M | $1.3M |
