Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T.Rowe Price Retirement 2020 Fund I Class in their Schedule of Assets, totaling $18.7M 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 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $5.3M |
| 2 | MERCHANTS FINANCIAL GROUP, INC. MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN | WINONA MN | 419 | $64.9M | $4.2M |
| 3 | SYRACUSE ORTHOPEDIC SPECIALISTS, PC |
SYRACUSE NY |
| 752 |
| $106.8M |
| $2.3M |
| 4 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN | CHICAGO IL | 1,835 | $37.1M | $2.0M |
| 5 | WOOD RODGERS, INC WOOD RODGERS 401(K) PLAN | SACRAMENTO CA | 331 | $69.9M | $1.1M |
| 6 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $898K |
| 7 | TELESTREAM, LLC TELESTREAM 401(K) EMPLOYEE SAVINGS PLAN | NEVADA CITY CA | 237 | $58.7M | $659K |
| 8 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $595K |
| 9 | AMAZING FACTS INTERNATIONAL AMAZING FACTS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST | GRANITE BAY CA | 110 | $7.7M | $342K |
| 10 | THE BRIDGESPAN GROUP THE BRIDGESPAN GROUP 401(K) PLAN | BOSTON MA | 369 | $88.8M | $247K |
