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 I Class Mutual Fund Participant Directed in their Schedule of Assets, totaling $360K 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 | ADAPT ADAPT 401(K) PROFIT SHARING PLAN & TRUST | ROSEBURG OR | 494 | $22.8M | $360K |
