Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement: 2040 Advisor in their Schedule of Assets, totaling $10.6M 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 | BD OF TTE OF PLUM & PIPE LU NO. 74 PIPEFITTERS LU NO. 74 ANNUITY FUND PLUMBERS & PIPEFITTERS LU NO. 74 ANNUITY FUND | WILMINGTON DE | 986 | $98.6M | $4.3M |
| 2 | VISTA COMMUNITY CLINIC VISTA COMMUNITY CLINIC TAX DEFERRED ANNUITY PLAN | VISTA CA | 976 | $41.9M | $4.1M |
| 3 | MCLAUGHLIN RESEARCH CORPORATION |
MIDDLETOWN RI |
| 496 |
| $68.3M |
| $1.9M |
| 4 | AIR FORCE RETIRED OFFICERS COMMUNITY - WASHINGTON, D.C. FALCONS LANDING 403(B) PLAN | POTOMAC FALLS VA | 353 | $15.5M | $356K |
