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 I 2040 I in their Schedule of Assets, totaling $11.1M 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 | PF I CARRUS SERVICES, LLC PENN FOSTER CARRUS 401(K) PLAN | SCRANTON PA | 773 | $52.1M | $5.6M |
| 2 | PENN FOSTER, INC. PENN FOSTER, INC. 401(K) PLAN | SCRANTON PA | 866 | $48.8M | $5.4M |
