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 " in their Schedule of Assets, totaling $3.8M 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 | WHITE OAK MANAGEMENT, INC. WHITE OAK MANAGEMENT, INC. RETIREMENT PLAN | SPARTANBURG SC | 2,596 | $25.5M | $2.3M |
| 2 | NEWTOWN SAVINGS BANK NEWTOWN SAVINGS BANK EMPLOYEES' 401(K) SAVINGS PLAN | NEWTOWN CT | 249 | $37.5M | $502K |
| 3 | WILLIAM H. SADLIER, INC. WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN |
NEW YORK NY |
| 135 |
| $30.0M |
| $477K |
| 4 | CERES TERMINALS INCORPORATED CERES MONEY PURCHASE PENSION PLAN | NASHVILLE TN | 81 | $9.5M | $429K |
| 5 | HARTLEY & PARKER LTD, INC. HARTLEY & PARKER LTD, INC. 401(K) PLAN | TAUNTON MA | 175 | $11.4M | $28K |
