Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T.Rowe Price Retirement 2020 I Class in their Schedule of Assets, totaling $12.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KARCHER NORTH AMERICA, INC KARCHER NORTH AMERICA, INC. 401(K) SAVINGS PLAN | AURORA CO | 699 | $67.7M | $3.3M |
| 2 | SPOKANE UNITED METHODIST HOMES, INC SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | SPOKANE WA | 472 | $15.1M | $1.9M |
| 3 | JOHNSTECH INTERNATIONAL, CORPORATION |
MINNEAPOLIS MN |
| 80 |
| $23.2M |
| $1.3M |
| 4 | DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS TN | 573 | $28.8M | $1.1M |
| 5 | BAYBERRY FINANCIAL SERVICES CORPORATION THE 401(K) RETIREMENT PLAN | SEABROOK NH | 72 | $16.2M | $859K |
| 6 | WASTE-AWAY GROUP, LTD WASTE-AWAY GROUP, LIMITED EMPLOYEES' 401(K) PLAN AND TRUST | ELKHART IN | 348 | $13.4M | $711K |
| 7 | SMT, INC. THE RISE COMPANIES 401(K) PLAN | RALEIGH NC | 515 | $12.0M | $703K |
| 8 | SANTA CRUZ COUNTY BANK SANTA CRUZ COUNTY BANK RETIREMENT TRUST | SANTA CRUZ CA | 220 | $18.8M | $620K |
| 9 | METLIFE LEGAL PLANS, INC. METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 273 | $16.6M | $529K |
| 10 | MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY MI | 367 | $20.2M | $414K |
