Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Funds Retirement 2040 Fund in their Schedule of Assets, totaling $1.5M 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 | GAMBER-JOHNSON, LLC GAMBER-JOHNSON, LLC 401(K) PLAN | STEVENS POINT WI | 295 | $10.3M | $1.1M |
| 2 | DIELECTRIC MANUFACTURING DCJ EMPLOYEE SAVINGS PLAN | RICHFIELD WI | 133 | $14.0M | $433K |
| 3 | APWU - HEALTH PLAN APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN |
ELKRIDGE MD |
| 139 |
| $13.5M |
| $1K |
