Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Ret Blend Slct Tr 2040 Cl 5 in their Schedule of Assets, totaling $2.0M 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 | ADDIS AUTOMOTIVE GROUP, INC. ADDIS AUTOMOTIVE GROUP, INC. 401(K) PLAN | VALENCIA CA | 157 | $5.8M | $896K |
| 2 | UEBELHOR AND SONS CHEVROLET UEBELHOR AND SONS CHEVROLET 401(K) PLAN | JASPER IN | 127 | $11.4M | $447K |
| 3 | DELLA BUICK GMC CADILLAC, INC. DELLA AUTO GROUP 401(K) PLAN |
QUEENSBURY NY |
| 276 |
| $9.0M |
| $342K |
| 4 | WYATT JOHNSON AUTOMOTIVE GROUP WYATT JOHNSON 401(K) PLAN | CLARKSVILLE TN | 28 | $3.7M | $190K |
| 5 | GILLMAN NORTH, LLC TEAM GILLMAN 401(K) PLAN | HOUSTON TX | 600 | $13.0M | $141K |
