Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. ROWE PRICE RETIREMENT 2040 ADV in their Schedule of Assets, totaling $1.8M 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 | BEAUMONT JUICE, INC. DBA PERRICONE JUICES PERRICONE JUICES 401(K) RETIREMENT SAVINGS PLAN | BEAUMONT CA | 319 | $12.3M | $1.7M |
| 2 | PUERTO RICO TELEPHONE COMPANY, INC. CLARO PUERTO RICO EMPLOYEES SAVINGS PLAN | SAN JUAN PR | 3,173 | $1.5M | $135K |
