Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retire 2020 Fund Registered Investment Company in their Schedule of Assets, totaling $3.5M 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 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $2.0M |
| 2 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $1.1M |
| 3 | BERKSHIRE SCHOOL, INC. |
SHEFFIELD MA |
| 179 |
| $65.9M |
| $415K |
