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 TR F Common trust in their Schedule of Assets, totaling $24.9M 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 | TRADEWEB MARKETS LLC TRADEWEB MARKETS LLC 401(K) PLAN | NEW YORK NY | 1,016 | $331.9M | $24.9M |
