Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T Rowe Price Funds T Rowe Price Retirement 2040 Ad in their Schedule of Assets, totaling $440K 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 | PRICE ENGINEERING COMPANY, LLC PRICE ENGINEERING COMPANY, INC. EMPLOYEES' RETIREMENT PLAN | HARTLAND WI | 108 | $16.2M | $440K |
