Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MassMutual Select T. Rowe Price Retirement 2020 Fund in their Schedule of Assets, totaling $9.9M 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 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' 403(B) PLAN | DURHAM NC | 1,285 | $202.4M | $8.3M |
| 2 | BAILLIE LUMBER CO., L.P. BAILLIE LUMBER CO., L.P. 401(K) PLAN | HAMBURG NY | 861 | $78.8M | $1.5M |
| 3 | COPELAND BUHL & COMPANY PLLP COPELAND BUHL & COMPANY, PLLP PROFIT SHARING PLAN |
PLYMOUTH MN |
| 111 |
| $23.4M |
| $117K |
