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 Blend 2040 I Mutual fund in their Schedule of Assets, totaling $3.6M 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 | HARRY HYNES MEMORIAL HOSPICE, INC. HARRY HYNES MEMORIAL HOSPICE, INC. 403(B) PLAN | WICHITA KS | 177 | $17.3M | $1.8M |
| 2 | O'NEILL VINTNERS & DISTILLERS O'NEILL VINTNERS & DISTILLERS 401(K) PLAN | PARLIER CA | 398 | $22.0M | $1.6M |
| 3 | QUALITY OF LIFE HEALTH SERVICES, INC. |
GADSDEN AL |
| 196 |
| $10.7M |
| $190K |
