Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Standard Insurance Company T.Rowe Price Retire I 2040 I in their Schedule of Assets, totaling $1.3M 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 | FRASCO, INC. FRASCO, INC. 401(K) PLAN | IRVINE CA | 323 | $18.8M | $1.1M |
| 2 | VELOCITY CREDIT UNION VELOCITY CREDIT UNION THRIFT AND SAVINGS PLAN | AUSTIN TX | 203 | $18.4M | $180K |
