Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T Rowe Price Retirement Trust 2040 T4 Common Collective Trust in their Schedule of Assets, totaling $13.9M 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 | SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN | KANSAS CITY MO | 910 | $263.8M | $13.9M |
| 2 | SPENCER FANE LLP SPENCER FANE ASSOCIATE RETIREMENT PLAN | KANSAS CITY MO | 154 | $5.9M | $9K |
