Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T.Rowe Price Hybrid 2040 Trust in their Schedule of Assets, totaling $17.3M 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 | SHARP ELECTRONICS CORPORATION THE SHARP EMPLOYEES SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,692 | $473.2M | $17.3M |
