Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 265 U.S. retirement plans report holding T.Rowe Price Retirement 2020 Fund " in their Schedule of Assets, totaling $706.0M 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 | HILTON DOMESTIC OPERATING COMPANY, INC. HILTON 401(K) PLAN | MCLEAN VA | 27,725 | $2.3B | $100.3M |
| 2 | TRIHEALTH, INC. TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 12,897 | $1.4B | $45.6M |
| 3 | SOUTHEASTERN FREIGHT LINES, INC. SOUTHEASTERN FREIGHT LINES RETIREMENT SAVINGS PROGRAM |
COLUMBIA SC |
| 8,448 |
| $1.2B |
| $38.1M |
| 4 | ALBANY MED HEALTH SYSTEM ALBANY MEDICAL CENTER 403(B) PLAN | ALBANY NY | 9,290 | $599.4M | $24.1M |
| 5 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $23.8M |
| 6 | ORLANDO HEALTH, INC. ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B | ORLANDO FL | 39,761 | $1.9B | $21.2M |
| 7 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $17.1M |
| 8 | HILTON RESORTS CORPORATION HGV RETIREMENT SAVINGS PLAN | ORLANDO FL | 17,831 | $705.6M | $15.3M |
| 9 | BOARD OF TRUSTEES UFCW LOCAL 342 SAVINGS AND 401(K) UFCW LOCAL 342 SAVINGS AND 401(K) PLAN | BOHEMIA NY | 9,446 | $125.0M | $14.4M |
| 10 | NEC CORPORATION OF AMERICA NEC CORPORATION OF AMERICA RETIREMENT PLAN | IRVING TX | 566 | $468.7M | $13.6M |
