Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Trust Bank T. Rowe Price Retirement 2020 in their Schedule of Assets, totaling $3.7M 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 | CATHAY GENERAL BANCORP THE CATHAY GENERAL BANCORP 401(K) PROFIT SHARING PLAN | EL MONTE CA | 1,184 | $259.6M | $3.5M |
| 2 | THE EZRALOW COMPANY, LLC THE EZRALOW COMPANY, LLC 401(K) PROFIT SHARING PLAN | CALABASAS CA | 350 | $19.8M | $187K |
