Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price 2040 R Mutual fund in their Schedule of Assets, totaling $3.1M 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 | PEABODY MOTOR SPORTS, INC. PEABODY MOTOR SPORTS, INC. 401(K) PROFIT SHARING PLAN | PEABODY MA | 445 | $38.1M | $2.2M |
| 2 | QUALITY FORKLIFT SALES AND SERVICE, INC. QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN | SHAKOPEE MN | 129 | $8.8M | $345K |
| 3 | CHRISTIAN RETIREMENT SERVICES INC |
IOWA CITY IA |
| 351 |
| $12.1M |
| $287K |
| 4 | AMERICAN BUSINESS GROUP AMERICAN BUSINESS GROUP 401(K) PLAN | COTTAGE GROVE MN | 145 | $11.6M | $282K |
