T. Rowe Price Retirement 2040 Fund-Advisor Class
Ticker PARDX · Mutual fundTarget-date
Matched by tickerAll T. Rowe Price fundsThe T. Rowe Price Retirement seriesSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
41
30 with $250K or more
Dollars held
$101M
69,821 of 69,862 plans with fund lines hold none
Median per plan
$526K
Share of their fund dollars
7.5%
Same fund, other share classes
Cost tiers are not known for enough of these classes to compare.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| T. Rowe Price Retirement 2040 FundTRRDX | Not stated | 1,859 | $10.4B |
| T. Rowe Price Retirement 2040 Fund-I ClassTRHDX | Not stated | 767 | $3.20B |
| T. Rowe Price Retirement 2040 Fund-R ClassRRTDX | Not stated | 225 | $187M |
| T. Rowe Price Retirement 2040 Fund-Advisor Class (this page)PARDX | Not stated | 41 | $101M |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold T. Rowe Price Retirement 2040 Fund-Advisor Class
The largest 10 plans in each list.
| National Account Service Company 401(k) Savings Plan$217M plan · National Account Service Company LLC, GA · Empower | $26.4M |
| Macrogenics 401(k) Plan$93.4M plan · Macrogenics, MD · Principal | $13.5M |
| Mizuho Osi 401(k) Savings Plan$91.2M plan · Mizuho Orthopedic Systems, Inc, CA · Empower | $7.4M |
| Ebci Holdings 401(k) Plan$49.3M plan · Ebci Holdings, LLC, NC · Lincoln Financial | $7.0M |
| Colonial Electric Supply Co, Inc Retirement Plan and Trust$49.1M plan · Colonial Electric Supply Co Inc, PA · ADP | $6.5M |
| Olivet Nazarene University Defined Contribution Retirement Plan$110M plan · Olivet Nazarene University, IL · TIAA (Nuveen) | $6.0M |
| Ai-Cares Retirement Savings Plan$107M plan · Ai-Cares, LLC, MI · Fidelity (FMR) | $5.4M |
| Day Kimball Hospital Defined Contribution Plan$69.4M plan · Day Kimball Hospital, CT · USI Insurance Services | $4.5M |
| Tireco, Inc. 401(k) Profit Sharing Plan$48.8M plan · Tireco, Inc., CA · Fidelity (FMR) | $3.8M |
| Fuscoe Engineering, Inc. 401(k) Profit Sharing Plan & Trust$39.4M plan · Fuscoe Engineering Inc, CA · Fidelity (FMR) | $2.8M |
Plans whose filed schedule lists T. Rowe Price Retirement 2040 Fund-Advisor Class.
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Vintages held
T. Rowe Price Retirement, all classes, mutual fund.
| Vintage | Dollars | Plans |
|---|---|---|
| 2005 | $408M | 1,169 |
| 2010 | $736M | 1,902 |
| 2015 | $1.35B | 2,163 |
| 2020 | $4.99B | 3,137 |
| 2025 | $9.48B | 3,121 |
| 2030 | $17.3B | 3,448 |
| 2035 | $15.3B | 3,239 |
| 2040 | $17.9B | 3,468 |
| 2045 | $14.2B | 3,241 |
| 2050 | $14.2B | 3,450 |
| 2055 | $9.87B | 3,225 |
| 2060 | $5.74B | 3,169 |
| 2065 | $1.57B | 2,222 |
| 2070 | $17.8M | 196 |
| Income | $164M | 44 |
| Vintage not stated | $8.69B | 170 |
How the filings spell it
Show 7 names seen in the filings
- Retirement 2040 Fund - Advisor Class
- T Rowe Price Retirement 2040 Adv
- T Rowe Price Retirement 2040 Adv Ticker
- T Rowe Price Retirement 2040 Adv Ticker: Pardx
- T Rowe Price Retirement 2040 Advisor Class
- T. Rowe Price 2040 Adv
- T. Rowe Price Retirement 2040 Advisor