Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund I Mutual fund in their Schedule of Assets, totaling $30.6M 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 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $12.0M |
| 2 | BLAIN SUPPLY, INC. BLAIN SUPPLY AND FARM & FLEET PROFIT SHARING 401K PLAN | JANESVILLE WI | 3,371 | $209.5M | $9.1M |
| 3 | TOPCON AMERICA CORPORATION |
OAKLAND NJ |
| 1,186 |
| $206.3M |
| $4.3M |
| 4 | GREENPOINT TECHNOLOGIES, INC. GREENPOINT TECHNOLOGIES, INC. 401(K) PLAN | BOTHELL WA | 420 | $33.2M | $1.3M |
| 5 | SAXTON & STUMP, LLC SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN | LANCASTER PA | 155 | $21.5M | $932K |
| 6 | CENTRAL MAINTENANCE & WELDING, INC. CENTRAL MAINTENANCE & WELDING, INC. 401(K) PROFIT SHARING PLAN | LITHIA FL | 100 | $13.3M | $893K |
| 7 | J.F. AHERN CO. J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN | FOND DU LAC WI | 738 | $120.3M | $824K |
| 8 | PARK FEDERAL CREDIT UNION PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 267 | $22.1M | $423K |
| 9 | ELITE COMFORT SOLUTIONS, LLC ELITE COMFORT SOLUTIONS 401(K) PLAN | CARTHAGE MO | 1,067 | $22.0M | $347K |
| 10 | THE BERLIN STEEL CONSTRUCTION COMPANY THE BERLIN STEEL CONSTRUCTION COMPANY EMPLOYEES' SAVINGS PLAN | KENSINGTON CT | 178 | $19.6M | $297K |
