Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s T. Rowe Price T. Rowe Price Retirement 2040 Fund N/R in their Schedule of Assets, totaling $1.9M 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 | WESLEY SPECTRUM SERVICES WESLEY SPECTRUM SERVICES 403(B) SAVINGS PLAN | WILKINSBURG PA | 71 | $12.7M | $1.9M |
