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 Ret 2040 Adv Fund in their Schedule of Assets, totaling $4.9M 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 | G & S ENTERPRISES, INC. G & S ENTERPRISES, INC. 401(K) PLAN | JACKSON MS | 766 | $43.3M | $4.9M |
