Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Collective trust in their Schedule of Assets, totaling $34.8M 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 | BJ'S WHOLESALE CLUB INC BJ'S WHOLESALE CLUB, INC. 401(K) SAVINGS PLAN | MARLBOROUGH MA | 34,191 | $661.1M | $25.6M |
| 2 | ROSEBURG FOREST PRODUCTS CO. ROSEBURG FOREST PRODUCTS CO., CARPENTERS INDUSTRIAL COUNCIL DEFINED CONTRIBUTION PLAN | SPRINGFIELD OR | 1,653 | $126.6M | $4.3M |
| 3 | ROSEBURG FOREST PRODUCTS CO. |
SPRINGFIELD OR |
| 1,498 |
| $223.8M |
| $4.0M |
| 4 | LIBERTY LIFT SOLUTIONS LLC LIBERTY LIFT SOLUTIONS, LLC 401(K) PLAN | HOUSTON TX | 668 | $22.7M | $856K |
