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 Retirement 2040 Class K in their Schedule of Assets, totaling $6.2M 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 | OTG CONCESSIONS MANAGEMENT, LLC OTG CONCESSIONS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 3,766 | $33.3M | $4.4M |
| 2 | DES MOINES ORTHOPAEDIC SURGEONS, P.C. DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN | WEST DES MOINES IA | 325 | $92.7M | $1.7M |
