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 Fund 2040 Adv in their Schedule of Assets, totaling $489K 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 | D/T CARSON ENTERPRISES INC. THE D/T CARSON ENTERPRISES INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN | MURRIETA CA | 715 | $8.6M | $489K |
