Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund; Advisor in their Schedule of Assets, totaling $6.5M 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 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $2.9M |
| 2 | IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA PA | 341 | $41.9M | $1.4M |
| 3 | BASIC COMMERCE & INDUSTRIES, INC. |
MOORESTOWN NJ |
| 181 |
| $61.8M |
| $886K |
| 4 | DIALOGDIRECT, INC. QUALFON/DIALOG DIRECT 401K PLAN | HIGHLAND PARK MI | 3,089 | $55.7M | $518K |
| 5 | KLEINER PERKINS CAUFIELD & BYERS, LLC KPCB ASSOCIATES DEFERRED SAVINGS PLAN | MENLO PARK CA | 50 | $22.9M | $463K |
| 6 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES, INC. 401(K) PLAN | ROCKY HILL CT | 247 | $18.8M | $270K |
