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 R Registered Investment Company in their Schedule of Assets, totaling $248K 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 | WAREHOUSE HOME FURNISHINGS DISTRIBUTORS INC WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DUBLIN GA | 1,415 | $681.1M | $158K |
| 2 | BEAUTY 21 COSMETICS INC BEAUTY 21 COSMETICS INC 401K PLAN | ONTARIO CA | 161 | $11.6M | $90K |
