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 N/A in their Schedule of Assets, totaling $2.7M 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 | UPMC CHAUTAUQUA AT WCA WCA HOSPITAL 403(B) RETIREMENT SAVINGS PLAN | JAMESTOWN NY | 261 | $62.5M | $2.7M |
| 2 | FOR OUR FUTURE FOR OUR FUTURE ACTION FUND 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 8 | $1.3M | $9K |
