Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 101 U.S. retirement plans report holding T.Rowe Price Retirement 2020 Fund Mutual Fund in their Schedule of Assets, totaling $124.4M 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 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $9.2M |
| 2 | ATLANTIC MEDICAL IMAGING, LLC AMI 401(K) PROFIT SHARING PLAN | WEST ATLANTIC CITY NJ | 912 | $97.9M | $8.0M |
| 3 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN |
SEATTLE WA |
| 2,573 |
| $255.5M |
| $7.0M |
| 4 | C.K.S. PACKAGING, INC. CKS PACKAGING, INC. 401K PLAN | ATLANTA GA | 3,069 | $84.4M | $5.9M |
| 5 | THE NAVIGATORS NAVIGATORS 403(B) SUPPLEMENTAL RETIREMENT PLAN | COLORADO SPRINGS CO | 2,280 | $120.7M | $5.2M |
| 6 | ACER AMERICA CORPORATION ACER AMERICA CORPORATION 401(K) PLAN | SAN JOSE CA | 360 | $190.7M | $4.8M |
| 7 | BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN | QUINCY MA | 629 | $92.0M | $3.8M |
| 8 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $3.6M |
| 9 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $3.4M |
| 10 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $3.3M |
