Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Ret 2040 Adv in their Schedule of Assets, totaling $31K 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 | COMMUNITY ACTION PROGRAM OF EVANSVILLE & VANDERBURGH COUNTY INC. C.A.P.E. 401K EMPLOYEE SAVINGS PLAN | EVANSVILLE IN | 167 | $1.9M | $31K |
