Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund Advisor Class † in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KIDZ MEDICAL SERVICES, INC. KIDZ MEDICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | CORAL GABLES FL | 342 | $90.7M | $3.1M |
| 2 | WHITE OAK MANAGEMENT, INC. WHITE OAK MANAGEMENT, INC. RETIREMENT PLAN | SPARTANBURG SC | 2,596 | $25.5M | $2.3M |
| 3 | AI-CARES, LLC AI-CARES RETIREMENT SAVINGS PLAN |
AUBURN HILLS MI |
| 2,390 |
| $75.8M |
| $2.2M |
| 4 | NEWTOWN SAVINGS BANK NEWTOWN SAVINGS BANK EMPLOYEES' 401(K) SAVINGS PLAN | NEWTOWN CT | 249 | $37.5M | $502K |
| 5 | WILLIAM H. SADLIER, INC. WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN | NEW YORK NY | 135 | $30.0M | $477K |
| 6 | CERES TERMINALS INCORPORATED CERES MONEY PURCHASE PENSION PLAN | NASHVILLE TN | 81 | $9.5M | $429K |
| 7 | ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION 403(B) PLAN | WASHINGTON DC | 99 | $39.5M | $302K |
| 8 | HARTLEY & PARKER LTD, INC. HARTLEY & PARKER LTD, INC. 401(K) PLAN | TAUNTON MA | 175 | $11.4M | $28K |
