Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Trowe Price Retirement 2040 I 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 | SUFFIELD ACADEMY SUFFIELD ACADEMY 403(B) RETIREMENT PLAN | SUFFIELD CT | 234 | $53.9M | $1.5M |
| 2 | THE ROXBURY LATIN SCHOOL THE ROXBURY LATIN SCHOOL 403(B) RETIREMENT PLAN | WEST ROXBURY MA | 69 | $44.0M | $1.2M |
