Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund Advisor Class Mutual Fund ^ in their Schedule of Assets, totaling $4.9M 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 | MIZUHO ORTHOPEDIC SYSTEMS, INC MIZUHO OSI 401(K) SAVINGS PLAN | UNION CITY CA | 509 | $78.0M | $3.2M |
| 2 | OLLIE'S BARGAIN OUTLET, INC. OLLIE'S BARGAIN OUTLET, INC. 401(K) RETIREMENT PLAN | HARRISBURG PA | 7,389 | $36.9M | $793K |
| 3 | FUSCOE ENGINEERING INC FUSCOE ENGINEERING, INC. 401K PROFIT SHARING PLAN & TRUST |
IRVINE CA |
| 154 |
| $36.9M |
| $608K |
| 4 | LIFEMOVES LIFEMOVES 401(K) PLAN | SANTA CLARA CA | 428 | $11.7M | $300K |
| 5 | WORLDWIDE TRAVEL STAFFING LIMI WORLDWIDE TRAVEL STAFFING LIMI 401(K) PROFIT SHARING PLAN & TRUST | TONAWANDA NY | 785 | $17.5M | $23K |
