Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2040 Adv in their Schedule of Assets, totaling $3.8M 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 | JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 348 | $77.9M | $1.1M |
| 2 | CORODATA CORPORATION CORODATA CORPORATION 401(K) PLAN | POWAY CA | 152 | $17.9M | $1.0M |
| 3 | SCRIBD, INC. SCRIBD, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SAN FRANCISCO CA |
| 208 |
| $30.1M |
| $734K |
| 4 | CONKLIN METAL INDUSTRIES, INC. CONKLIN METAL INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN AND TRUST | ATLANTA GA | 317 | $24.3M | $665K |
| 5 | GRAND BRANDS LLC GRAND BRANDS 401(K) PLAN | VIRGINIA BEACH VA | 185 | $5.3M | $254K |
| 6 | FELLOWSHIP HALL RETIREMENT PLAN FELLOWSHIP HALL RETIREMENT PLAN | GREENSBORO NC | 100 | $5.8M | $14K |
| 7 | LEGAL AID SOCIETY OF SOUTHEAST AND CENTRAL OHIO LEGAL AID SOCIETY OF COLUMBUS 403(B) RETIREMENT PLAN | COLUMBUS OH | 92 | $8.8M | $8K |
