Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T.ROWE PRICE RETIRE 2040 – ADV mutual fund in their Schedule of Assets, totaling $774K 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 | CEDAR DOCUMENT TECHNOLOGIES, INC CEDAR DOCUMENT TECHNOLOGIES INC | ATLANTA GA | 0 | $0 | $774K |
