Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Ret 2040 Adv Mutual Fund in their Schedule of Assets, totaling $9.2M 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 | BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUND STEAMFITTERS LOCAL 449 RETIREMENT SECURITY FUND | HARMONY PA | 3,462 | $402.4M | $7.2M |
| 2 | PREMIER HEALTH ASSOCIATES, LLC PHA, LLC 401(K) PROFIT SHARING PLAN | SPARTA NJ | 158 | $30.3M | $1.5M |
| 3 | THE FOUNDATION SCHOOLS |
LARGO MD |
| 172 |
| $28.2M |
| $536K |
