Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T.Rowe Price Retirement 2020 Fund Common/Collective Trust in their Schedule of Assets, totaling $113.9M 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 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $44.9M |
| 2 | DAY PITNEY LLP DAY PITNEY PROFIT SHARING AND 401(K) PLAN | PARSIPPANY NJ | 650 | $375.6M | $20.9M |
| 3 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN | FREMONT |
| 7,856 |
| $896.1M |
| $13.0M |
| 4 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $13.0M |
| 5 | HELZBERG DIAMOND SHOPS LLC HELZBERG DIAMONDS SAVINGS PLAN | NORTH KANSAS CITY MO | 1,965 | $135.0M | $6.3M |
| 6 | DEACON HOLDINGS, INC. THE DEACON 401(K) PLAN | CITRUS HEIGHTS CA | 272 | $65.2M | $4.0M |
| 7 | THE REGENTS OF MERCERSBURG COLLEGE MERCERSBURG ACADEMY MERCERSBURG ACADEMY 401(K) PLAN | MERCERSBURG PA | 240 | $59.5M | $3.3M |
| 8 | HONDA LOGISTICS NORTH AMERICA, INC. HONDA LOGISTICS NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | EAST LIBERTY OH | 3,565 | $78.2M | $2.8M |
| 9 | A. M. CASTLE & CO. A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 414 | $101.5M | $1.7M |
| 10 | VIRGINIA TILE COMPANY, LLC VIRGINIA TILE COMPANY 401(K) PLAN | LIVONIA MI | 352 | $33.4M | $1.6M |
