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 Mutual Fund N/A in their Schedule of Assets, totaling $971K 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 | TELEVERDE, LLC. TELEVERDE 401(K) PLAN | PHOENIX AZ | 148 | $6.6M | $971K |
