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 Retirement 2040 Adv N/R in their Schedule of Assets, totaling $397K 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 | HAPPY MOUNTAINS, LLC PHYSICIANONE URGENT CARE 401(K) PLAN | BROOKFIELD CT | 422 | $13.7M | $397K |
