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 funds in their Schedule of Assets, totaling $3.5M 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 | CARESTREAM DENTAL LLC CARESTREAM DENTAL RETIREMENT SAVINGS PLAN | ATLANTA GA | 377 | $103.6M | $1.3M |
| 2 | I-C FEDERAL CREDIT UNION I-C FEDERAL CREDIT UNION PROFIT SHARING & 401(K) PLAN | FITCHBURG MA | 120 | $16.2M | $957K |
| 3 | OGDEN CAP PROPERTIES, LLC OGDEN CAP PROPERTIES, LLC 401(K) PLAN |
NEW YORK NY |
| 223 |
| $35.8M |
| $640K |
| 4 | KOVACH ENCLOSURE SYSTEMS, LLC KOVACH ENCLOSURE SYSTEMS, LLC 401(K) | CHANDLER AZ | 191 | $14.4M | $246K |
| 5 | AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY | LAWRENCE MA | 543 | $33.5M | $225K |
| 6 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $47K |
| 7 | ABSOLUTE SECURITY INTERNATIONAL, INC. ABSOLUTE SECURITY INTERNATIONAL 401(K) PLAN | EL MONTE CA | 256 | $447K | $18K |
