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 Ret 2040 Inv in their Schedule of Assets, totaling $3.4M 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 | ANTECH SYSTEMS, INC. ANTECH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 170 | $32.7M | $2.5M |
| 2 | VENEER TECHNOLOGIES, INC. VENEER TECHNOLOGIES 401(K) PLAN | NEWPORT NC | 169 | $9.9M | $836K |
