Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Associates, Inc. T. Rowe Price Retirement 2040 Fund in their Schedule of Assets, totaling $3.7M 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 | PLS FINANCIAL SERVICES, INC. PLS FINANCIAL SERVICES, INC. 401(K) PLAN | CHICAGO IL | 1,773 | $35.7M | $3.7M |
