Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Trust Mutual funds in their Schedule of Assets, totaling $50.8M 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 | PREMIER HEALTH PARTNERS EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | DAYTON OH | 13,042 | $570.8M | $50.8M |
