Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Funds T. Rowe Price Rtmt 2040 Adv Fund # in their Schedule of Assets, totaling $6.0M 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 | SMITHBUCKLIN CORPORATION SMITHBUCKLIN EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 633 | $242.5M | $5.3M |
| 2 | 1ST UNITED CREDIT UNION 1ST UNITED CREDIT UNION PROFIT SHARING AND SAVINGS PLAN | PLEASANTON CA | 167 | $40.0M | $648K |
