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 T. Rowe Price 0 in their Schedule of Assets, totaling $1.7M 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 | SERMO, INC. WORLDONE 401(K) PLAN | NEW YORK NY | 101 | $11.1M | $1.1M |
| 2 | BOIRON, INC BOIRON, INC PROFIT SHARING & 401(K) PLAN | NEWTOWN SQUARE PA | 149 | $31.0M | $563K |
| 3 | PHILADELPHIA LEGAL ASSISTANCE PHILADELPHIA LEGAL ASSISTANCE 403(B) PLAN |
PHILADELPHIA PA |
| 97 |
| $7.6M |
| $69K |
