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 Funds, Inc. T. Rowe Price Retirement 2040 Advisor Fund in their Schedule of Assets, totaling $1.1M 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 | THE STEWART ORGANIZATION, INC. THE STEWART ORGANIZATION 401(K) PARTNER PLAN | IRVING TX | 145 | $12.4M | $1.1M |
