Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. ROWE PRICE TROWEPRICE RET 2040 ADV MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.9M 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 | RESULT ENTERPRISES INC. HIGH TECH FINISHING 401K PLAN | HOUSTON TX | 158 | $9.7M | $516K |
| 2 | MEP HOLDING COMPANY INC. MEP HOLDING COMPANY 401K PLAN | INDIANAPOLIS IN | 441 | $14.7M | $461K |
| 3 | ST BENEDICT HEALTH CENTER ST. BENEDICT HEALTH CENTER EMPLOYEES PENSION PLAN |
PARKSTON SD |
| 105 |
| $9.0M |
| $344K |
| 4 | ST BENEDICT HEALTH CENTER ST BENEDICT HEALTH CENTER TAX DEFERRED ANNUITY PLAN | PARKSTON SD | 105 | $7.1M | $324K |
| 5 | WOODRUFF & SONS INC. WOODRUFF & SONS INC. 401K/PROFIT SHARING RETIREMENT PLAN | BRADENTON FL | 249 | $11.6M | $195K |
| 6 | HUSSONG MANUFACTURING COMPANY INC HUSSONG MANUFACTURING CO. INC. 401K PROFIT-SHARING PLAN | LAKEFIELD MN | 127 | $17.1M | $100K |
| 7 | SILVER REEF CASINO SILVER REEF CASINO 401K PLAN | FERNDALE WA | 696 | $9.0M | $3K |
