Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2040 N/R* in their Schedule of Assets, totaling $22.1M 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 | TOTAL ADMINISTRATIVE SERVICES CORPORATION TASC 401(K) PLAN | MADISON WI | 687 | $72.5M | $7.3M |
| 2 | FIRST CITIZENS COMMUNITY BANK FIRST CITIZENS COMMUNITY BANK PROFIT SHARING PLAN | MANSFIELD PA | 407 | $43.0M | $4.7M |
| 3 | BURROUGHS, INC. BURROUGHS 401(K) PLAN |
FARMINGTON HILLS MI |
| 575 |
| $42.8M |
| $3.8M |
| 4 | AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT ATD 403(B) EMPLOYEE SAVINGS PLAN | ALEXANDRIA VA | 166 | $31.1M | $3.4M |
| 5 | THE TIME GROUP, INC. THE TIME GROUP 401(K) PLAN | OWINGS MILLS MD | 487 | $18.6M | $2.6M |
| 6 | COMMUNITY BANK COMMUNITY BANK 401K PROFIT SHARING PLAN | WAYNESBURG PA | 147 | $17.9M | $392K |
