Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Fund Registered investment company in their Schedule of Assets, totaling $22.6M 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 | FOUNDATION HEALTH PARTNERS FOUNDATION HEALTH PARTNERS 401(K) PLAN | FAIRBANKS AK | 1,911 | $211.9M | $6.5M |
| 2 | GORDON REES SCULLY MANSUKHANI, LLP GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN | WALNUT CREEK CA | 2,831 | $449.5M | $3.1M |
| 3 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN |
LEBANON NH |
| 387 |
| $76.2M |
| $2.9M |
| 4 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $2.1M |
| 5 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $1.9M |
| 6 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $1.3M |
| 7 | SAGENET LLC SAGENET 401(K) PLAN | TULSA OK | 447 | $69.4M | $1.3M |
| 8 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $1.1M |
| 9 | HARBISONWALKER INTERNATIONAL, INC. HARBISONWALKER INTERNATIONAL 401(K) PLAN | PITTSBURGH PA | 939 | $127.3M | $867K |
| 10 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $656K |
