Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2040 Fund Class R in their Schedule of Assets, totaling $3.3M 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 | M&Q PACKAGING LLC M&Q PACKAGING LLC 401K | LIMERICK PA | 545 | $41.2M | $2.9M |
| 2 | RESTON LIMOUSINE & TRAVEL SERV RESTON LIMOUSINE & TRAVEL SERV 401(K) PROFIT SHARING PLAN & TRUST | STERLING VA | 343 | $2.8M | $248K |
| 3 | RAVEN TRANSPORT HOLDING, INC. RAVEN TRANSPORT 401(K) RETIREMENT PLAN |
JACKSONVILLE FL |
| 3 |
| $2.3M |
| $219K |
