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 R Mutual Funds in their Schedule of Assets, totaling $812K 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 | AXIS ANALYTICS, LLC AXIS ANALYTICS, LLC 401(K) SALARY DEFERRAL PLAN | BERKELEY HEIGHTS NJ | 105 | $17.7M | $812K |
