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 Class I in their Schedule of Assets, totaling $11.1M 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 | ATLANTICARE REGIONAL MEDICAL CTR ATLANTICARE 403(B) RETIREMENT PLAN | EGG HARBOR TOWNSHIP NJ | 6,753 | $434.1M | $9.2M |
| 2 | LANGLEY FEDERAL CREDIT UNION LANGLEY FEDERAL CREDIT UNION 401(K) PLAN | NEWPORT NEWS VA | 698 | $57.2M | $1.4M |
| 3 | NEIGHBORWORKS AMERICA NEIGHBORWORKS AMERICA RETIREMENT PLAN |
WASHINGTON DC |
| 325 |
| $123.0M |
| $254K |
| 4 | ATLANTICARE REGIONAL MEDICAL CTR ATLANTICARE 401(K) SAVINGS PLAN | EGG HARBOR TOWNSHIP NJ | 275 | $9.3M | $207K |
| 5 | GUARDIAN HEALTHCARE LLC GUARDIAN HEALTHCARE LLC 401(K) PROFIT SHARING PLAN & TRUST | JAMAICA PLAIN MA | 221 | $2.1M | $7K |
