Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund - Advisor Fund in their Schedule of Assets, totaling $2.8M 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 | BAIRD & WARNER, INC. THE BAIRD & WARNER 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 385 | $45.1M | $2.8M |
