Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Group, Inc. Retirement 2040 Fund in their Schedule of Assets, totaling $5.6M 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 | ALLEIMA USA LLC ALLEIMA USA LLC 401(K) PLAN | CLARKS SUMMIT PA | 720 | $97.2M | $5.6M |
