Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund Adv " in their Schedule of Assets, totaling $15.4M 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 | TRIBAL CASINO GAMING ENTERPRISE TRIBAL CASINO GAMING ENTERPRISE 401(K) SAVINGS PLAN | CHEROKEE NC | 3,428 | $159.1M | $10.4M |
| 2 | DOWNS RACHLIN MARTIN PLLC DOWNS RACHLIN MARTIN RETIREMENT PLAN | ST. JOHNSBURY VT | 129 | $119.6M | $4.7M |
| 3 | SAN FRANCISCO BASEBALL ASSOCIATES |
SAN FRANCISCO CA |
| 607 |
| $92.3M |
| $321K |