Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund Registered Investment Companies in their Schedule of Assets, totaling $4.4M 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 | G.W. LISK COMPANY, INC. G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN | CLIFTON SPRINGS NY | 721 | $54.9M | $3.0M |
| 2 | TIDES ADVOCACY TIDES ADVOCACY 401(K) PLAN | LOS ANGELES CA | 271 | $10.3M | $1.4M |
