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 Inv Registered investment company - in their Schedule of Assets, totaling $10.1M 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 | COMMONWEALTH EMERGENCY COMMONWEALTH EMERGENCY PHYSICIANS 401 (K) PLAN | DALLAS TX | 117 | $61.7M | $7.9M |
| 2 | STEMCELL TECHNOLOGIES HOLDINGS US INC. STEMCELL TECHNOLOGIES, INC. 401(K) PLAN | KENT WA | 188 | $18.9M | $2.0M |
| 3 | SARCOS CORP SARCOS CORP. 401(K) PROFIT SHARING PLAN AND TRUST |
SALT LAKE CITY UT |
| 161 |
| $4.7M |
| $284K |
