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 n/a in their Schedule of Assets, totaling $53.2M 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 | ESSENTIAL UTILITIES, INC. ESSENTIAL UTILITIES, INC. 401(K) PLAN | BRYN MAWR PA | 3,448 | $623.8M | $22.0M |
| 2 | UNIVERSAL SERVICES OF AMERICA ALLIED UNIVERSAL 401(K) PLAN | SANTA ANA CA | 249,560 | $497.9M | $14.9M |
| 3 | THE CHRONICLE OF HIGHER EDUCATION THE CHRONICLE OF HIGHER EDUCATION PROFIT SHARING PLAN |
WASHINGTON DC |
| 150 |
| $99.7M |
| $13.0M |
| 4 | DENTAL HEALTH ASSOCIATES OF MADISON, LTD. DENTAL HEALTH ASSOCIATES OF MADISON, LTD. 401(K) PROFIT SHARING PLAN | FITCHBURG WI | 284 | $67.4M | $1.9M |
| 5 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION RETIREMENT PLAN | WASHINGTON DC | 326 | $38.1M | $799K |
| 6 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION 403(B) PLAN | WASHINGTON DC | 298 | $36.3M | $313K |
| 7 | ANCHIN, BLOCK & ANCHIN LLP THE ANCHIN, BLOCK & ANCHIN SAVINGS PLAN | NEW YORK NY | 451 | $117.9M | $238K |
