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 Fund 2040 Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | RADIAC ABRASIVES, INC. RADIAC ABRASIVES, INC. 401(K) RETIREMENT SAVINGS PLAN | OSWEGO IL | 476 | $33.4M | $2.2M |
| 2 | FGS, INC. FGS, INC. D/B/A GOOD SHEPHERD COMMUNITIES 403(B) PLAN | BINGHAMTON NY | 536 | $8.8M | $729K |
| 3 | QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC |
BURLINGTON NJ |
| 503 |
| $7.7M |
| $376K |
