Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T. Rowe Price Ret 2020 Inv T. Rowe Price 0 in their Schedule of Assets, totaling $4.6M 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 | CISCO EQUIPMENT RENTALS, LLC CISCO EQUIPMENT 401(K) PROFIT SHARING PLAN | ODESSA TX | 87 | $6.2M | $1.2M |
| 2 | STOUGHTON HOSPITAL ASSOCIATION STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN | STOUGHTON WI | 410 | $38.1M | $1.1M |
| 3 | RUDD EQUIPMENT COMPANY, INC. |
LOUISVILLE KY |
| 267 |
| $62.3M |
| $828K |
| 4 | CTM INTEGRATION, INC. CTM INTEGRATION, INC. 401(K) PLAN | SALEM OH | 90 | $13.9M | $741K |
| 5 | INTERSTATE FOAM & SUPPLY, INC. INTERSTATE FOAM & SUPPLY RET SAVINGS PLAN | CONOVER NC | 447 | $8.0M | $381K |
| 6 | RELIABLE ROBOTICS CORPORATION RELIABLE ROBOTICS CORPORATION 401(K) PLAN | MOUNTAIN VIEW CA | 128 | $10.7M | $107K |
| 7 | SMITH INDUSTRIES, INC. JOSEPH SMITH & SONS, INC. 401(K) PS PLAN | CAPITOL HEIGHTS MD | 484 | $6.2M | $82K |
| 8 | WALL RECYCLING, LLC WALL RECYCLING 401(K) & PROFIT SHARING PLAN | RALEIGH NC | 63 | $1.5M | $67K |
| 9 | ERS PARENT, LLC ERS PARENT 401(K) PLAN | BROUSSARD LA | 949 | $7.4M | $41K |
| 10 | EXECUTIVE CABINETRY, LLC EXECUTIVE CABINETRY, LLC 401(K) P/S PLAN | SIMPSONVILLE SC | 422 | $5.4M | $33K |
