Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price T. Rowe Price 2040 Retirement Trust in their Schedule of Assets, totaling $974K 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 | ALPHA METALLURGICAL RESOURCES, LLC 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF ALPHA METALLURGICAL RESOURCES AFFILIATES | BRISTOL TN | 138 | $7.5M | $974K |
