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 R Mutual fund in their Schedule of Assets, totaling $275K 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 | AUSTIN WHITE LIME COMPANY, LTD AUSTIN WHITE LIME COMPANY & AUSTIN WHITE LIME TRANSPORT, INC. PROFIT SHARING PLAN | AUSTIN TX | 24 | $5.2M | $275K |
