Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Standard Retirement Services, Inc. T. Rowe Price Ret I 2040 I in their Schedule of Assets, totaling $671K 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 | ALT & WITZIG ENGINEERING, INC. ALT & WITZIG ENGINEERING, INC. 401(K) PLAN | CARMEL IN | 30 | $11.1M | $671K |
