Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund Mutual Fund NR in their Schedule of Assets, totaling $1.9M 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 | ATA AEROSPACE, LLC ATA AEROSPACE, LLC 401(K) RETIREMENT PLAN | ROCKVILLE MD | 21 | $17.3M | $933K |
| 2 | CTL GLOBAL, INC. CTL GLOBAL, INC. 401(K) PLAN | ELK GROVE VILLAGE IL | 111 | $6.7M | $406K |
| 3 | FIBERTEK, INC. FIBERTEK, INC. 401(K) PLAN |
| 242 |
| $59.6M |
| $362K |
| 4 | ADVANCED RESOURCE TECHNOLOGIES, INC. ADVANCED RESOURCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ALEXANDRIA VA | 65 | $13.4M | $75K |
| 5 | HPP PROPERTY SERVICES, LLC D/B/A LEMONJUICE CAPITAL SOLUTIONS LEMONJUICE CAPITAL SOLUTIONS 401(K) PLAN | ORLANDO FL | 157 | $747K | $59K |
| 6 | PRINCIPAL MANUFACTURING PRINCIPAL MANUFACTURING CORP. 401(K) PROFIT SHARING PLAN | BROADVIEW IL | 215 | $8.9M | $39K |
| 7 | THINK SYSTEMS, INC. THINK SYSTEMS, INC. 401(K) PLAN | TIMONIUM MD | 139 | $7.1M | $3K |
