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 BLEND SLCT TR 2040 CL 5 Common/Collective Trust in their Schedule of Assets, totaling $4.7M 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 | OURISMAN FAIRFAX TOYOTA OURISMAN FAIRFAX TOYOTA 401(K) PLAN | FAIRFAX VA | 572 | $42.2M | $2.5M |
| 2 | BUD CLARY CHEVROLET, INC. BUD CLARY AUTOMOTIVE GROUP 401(K) PLAN | LONGVIEW WA | 586 | $16.0M | $1.9M |
| 3 | LEE JOHNSON CHEVROLET, INC. LEE JOHNSON CHEVROLET, INC. 401(K) PLAN |
KIRKLAND WA |
| 225 |
| $12.2M |
| $355K |
