Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Target 2040 in their Schedule of Assets, totaling $2.1M 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 | MINNESOTA ORCHESTRAL ASSOCIATION MINNESOTA ORCHESTRAL ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 258 | $14.3M | $1.1M |
| 2 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN | NOVI MI | 235 | $8.3M | $446K |
| 3 | TEAM SLEDD, LLC TEAM SLEDD, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN |
WHEELING WV |
| 213 |
| $14.9M |
| $230K |
| 4 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $198K |
| 5 | THE ARC OF THE QUAD CITIES AREA THE ARC OF THE QUAD CITIES AREA MONEY PURCHASE PLAN | ROCK ISLAND IL | 0 | $65K | $125K |
