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 R Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | CONTINUING HEALTH CARE SOLUTIONS, INC. CONTINUING HEALTH CARE SOLUTIONS, INC. 401(K) PLAN | BRUNSWICK OH | 1,013 | $7.2M | $929K |
| 2 | GEHRING TRICOT CORP. GEHRING TRICOT CORP. 401(K) RETIREMENT SAVINGS PLAN | DOLGEVILLE NY | 130 | $10.6M | $537K |
| 3 | ARCTIC STORM, INC. |
SEATTLE WA |
| 387 |
| $32.8M |
| $305K |
