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 BLEND SLCT TR 2040 CL 5 N/A in their Schedule of Assets, totaling $906K 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 | SMAIL COMPANY, INC. SMAIL COMPANY, INC. 401(K) PLAN | GREENSBURG PA | 385 | $20.3M | $727K |
| 2 | COOPER FAMILY MANAGEMENT COMPANY COOPER AUTO GROUP 401(K) PLAN | OKLAHOMA CITY OK | 670 | $7.2M | $178K |
