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-R in their Schedule of Assets, totaling $4.4M 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 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN | PHILADELPHIA PA | 269 | $60.5M | $3.7M |
| 2 | WESTCHESTER GENERAL HOSPITAL, INC. WESTCHESTER GENERAL HOSPITAL, INC. 401(K) PLAN | MIAMI FL | 535 | $7.4M | $353K |
| 3 | MCP SERVICES, INC. |
CORONA CA |
| 361 |
| $22.1M |
| $317K |
