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 TR-E in their Schedule of Assets, totaling $7.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASCENT INDUSTRIES CO. ASCENT INDUSTRIES CO. 401(K) PLAN | SCHAUMBURG IL | 444 | $29.7M | $4.6M |
| 2 | ENVISION AESC US, LLC ENVISION AESC US, LLC 401(K) PLAN | SMYRNA TN | 799 | $29.9M | $2.7M |
