Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Associates, Inc. Retirement 2020 Fund in their Schedule of Assets, totaling $27.2M 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 | DISTRICT MEDICAL GROUP, INC. DISTRICT MEDICAL GROUP, INC. PROFIT SHARING AND 401(K) PLAN & TRUST | PHOENIX AZ | 780 | $300.3M | $20.3M |
| 2 | ORTHOPAEDIC SOLUTIONS MANAGEMENT, LLC ORTHOPAEDIC SOLUTIONS MANAGEMENT 401(K) PLAN | TAMPA FL | 1,801 | $151.3M | $6.8M |
| 3 | OZ ARCHITECTURE, INC. |
DENVER CO |
| 146 |
| $34.8M |
| $149K |
