Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price Retirement Hybrid 2040 TR-T14 in their Schedule of Assets, totaling $106.3M 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 | THE WHITING-TURNER CONTRACTING COMPANY THE WHITING-TURNER CONTRACTING COMPANY 401(K) PLAN | TOWSON MD | 5,116 | $958.0M | $90.5M |
| 2 | THE OSCAR W. LARSON COMPANY OWL SERVICES 401(K) PLAN | CLARKSTON MI | 2,445 | $113.8M | $13.2M |
| 3 | CONTI CIVIL, LLC CONTI CIVIL, LLC EMPLOYEES' 401(K) PLAN |
EDISON NJ |
| 281 |
| $15.7M |
| $1.6M |
| 4 | CONTI FEDERAL SERVICES, LLC CONTI FEDERAL SERVICES, LLC EMPLOYEES' 401(K) PLAN | ORLANDO FL | 141 | $12.2M | $982K |
