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. T. Rowe Price Retirement 2020 I in their Schedule of Assets, totaling $2.2M 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 | HOPEWEST HOPEWEST 403(B) PLAN | GRAND JUNCTION CO | 442 | $21.3M | $1.7M |
| 2 | START EARLY START EARLY 401(K) PLAN | CHICAGO IL | 439 | $41.6M | $346K |
| 3 | VISUAL COMFORT & CO. VISUAL COMFORT & CO. 401(K) PLAN | HOUSTON TX |
| 1,401 |
| $86.7M |
| $162K |
