Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price 2040 Adv Invested in Mutual Funds in their Schedule of Assets, totaling $659K 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 | SHARED SUPPORT INC. SHARED SUPPORT INC. 401(K) PLAN | SUNBURY PA | 226 | $5.9M | $659K |
