Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price 2040 Fund Mutual Fund in their Schedule of Assets, totaling $4.9M 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 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN | CLEVELAND OH | 620 | $89.6M | $4.1M |
| 2 | HILL WALLACK LLP HILL WALLACK RETIREMENT PLAN | PRINCETON NJ | 166 | $23.9M | $772K |
