Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund; I Class Mutual Fund in their Schedule of Assets, totaling $112.6M 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 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $107.5M |
| 2 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $1.6M |
| 3 | FRESCO RETAIL GROUP LLC FRESCO 401(K) PLAN |
HIALEAH FL |
| 2,311 |
| $15.7M |
| $1.1M |
| 4 | COGNEX CORPORATION COGNEX CORPORATION EMPLOYEE SAVINGS PLAN | NATICK MA | 981 | $259.7M | $948K |
| 5 | DELINEA INC. DELINEA INC. 401(K) PLAN | SAN FRANCISCO CA | 724 | $78.2M | $550K |
| 6 | BAKOTIC PATHOLOGY ASSOCIATES, LLC BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 205 | $11.2M | $482K |
| 7 | TREASURE BAY LLC TREASURE BAY LLC 401(K) PLAN | BILOXI MS | 897 | $13.9M | $387K |
| 8 | VINFAST AUTO LLC VINFAST AUTO LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 258 | $4.6M | $6K |
| 9 | CARING HEARTS HEALTH CARE SERV CARING HEARTS HEALTH CARE SERV 401(K) PROFIT SHARING PLAN & TRUST | COLLINGDALE PA | 209 | $233K | $2K |
