Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund Mutual Fund N/A in their Schedule of Assets, totaling $6.0M 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 | UNITED ELECTRIC CONTROLS COMPANY UNITED ELECTRIC CONTROLS 401(K) PLAN | WATERTOWN MA | 233 | $55.6M | $3.5M |
| 2 | HAWLEY TROXELL ENNIS & HAWLEY LLP HAWLEY TROXELL 401(K) PLAN | BOISE ID | 156 | $56.7M | $1.0M |
| 3 | AMERICAN WATER WORKS ASSOCIATION AMERICAN WATER WORKS ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN |
DENVER CO |
| 141 |
| $32.7M |
| $833K |
| 4 | WINONA HEALTH SERVICES WINONA HEALTH EMPLOYEES' RETIREMENT PLAN | WINONA MN | 937 | $96.7M | $431K |
| 5 | HOLIEN, INC. DBA ANZA, INCORPORATED ANZA 401K RETIREMENT SAVINGS PLAN | WATERTOWN SD | 362 | $14.0M | $185K |
| 6 | UNIVERSAL METAL PRODUCTS, INC. UNIVERSAL METAL PRODUCTS, INC. 401(K) RETIREMENT AND SAVINGS PLAN | WICKLIFFE OH | 238 | $14.6M | $20K |
| 7 | GALLEGOS UNITED UNITED COLLECTIVE 401(K) PLAN | HUNTINGTON BEACH CA | 121 | $7.9M | $9K |
| 8 | KAPLAN TRUCKING COMPANY BESSEMER MANAGEMENT COMPANY 401(K) PLAN | CLEVELAND OH | 230 | $23.7M | $4K |
