Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price T Rowe Retirement 2040 N/R in their Schedule of Assets, totaling $2.5M 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 | SYSTEM ONE HOLDINGS, LLC SYSTEM ONE HOLDINGS, LLC 401(K) SAVINGS PLAN | PITTSBURGH PA | 8,326 | $103.7M | $2.5M |
