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 Retirement 2040 I 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 | D. REYNOLDS COMPANY, L.P THE REYNOLDS COMPANY EMPLOYEES' RETIREMENT PLAN | FT. WORTH TX | 833 | $82.0M | $2.3M |
| 2 | GREATER NEVADA CREDIT UNION GREATER NEVADA CREDIT UNION 401(K) PLAN | CARSON CITY NV | 306 | $19.4M | $755K |
