Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Retirement 2020 I Class Mutual fund - in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DUDEK DUDEK 401(K) PLAN | ENCINITAS CA | 908 | $90.7M | $1.2M |
| 2 | SKYWATER TECHNOLOGY FOUNDRY, INC. SKYWATER TECHNOLOGY FOUNDRY, INC. 401(K) PLAN | BLOOMINGTON MN | 699 | $53.3M | $790K |
| 3 | UNWIRED BROADBAND HOLDINGS UNWIRED BROADBAND HOLDINGS 401(K) PLAN |
FRESNO CA |
| 224 |
| $10.1M |
| $158K |
