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 R 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 | J. GIBSON MCILVAIN COMPANY J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN | WHITE MARSH MD | 108 | $9.5M | $1.1M |
| 2 | SOUTHLAND INTERNATIONAL TRUCKS, INC SOUTHLAND 401(K) PLAN | BIRMINGHAM AL | 237 | $11.5M | $298K |
| 3 | THREE WAY CHEVROLET COMPANY THREE WAY CHEVROLET CO. 401(K) PLAN |
BAKERSFIELD CA |
| 151 |
| $9.0M |
| $224K |
