Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price T. Rowe Price 2040 Retirement Trust F in their Schedule of Assets, totaling $71.8M 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 ALPHA METALLURGICAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN | BRISTOL TN | 3,913 | $378.3M | $37.2M |
| 2 | CARNIVAL CORPORATION THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN | DORAL FL | 3,725 | $500.6M | $34.6M |
