Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund Pooled separate account in their Schedule of Assets, totaling $3.1M 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 | LY BROTHERS CORPORATION SUGAR BOWL BAKERY 401(K) PLAN | HAYWARD CA | 462 | $15.0M | $1.8M |
| 2 | PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN | PALO ALTO CA | 181 | $40.2M | $900K |
| 3 | PEGASUS SUPPORT SERVICES, LLC PEGASUS SUPPORT SERVICES, LLC 401(K) PLAN |
WOODSTOCK GA |
| 279 |
| $9.7M |
| $429K |
