Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Retirement 2020 I Class Mutual fund in their Schedule of Assets, totaling $4.6M 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 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $1.0M |
| 2 | TRI-GAS & OIL CO. INC. TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FEDERALSBURG MD | 266 | $10.8M | $869K |
| 3 | CEE KAY SUPPLY, INC |
ST. LOUIS MO |
| 145 |
| $19.8M |
| $723K |
| 4 | AMERICAN OPTOMETRIC ASSOCIATION AOA 401(K) PLAN | ST. LOUIS MO | 75 | $16.6M | $557K |
| 5 | KUDU DYNAMICS KUDU DYNAMICS 401(K) RETIREMENT PLA N | CHANTILLY VA | 177 | $30.6M | $486K |
| 6 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $377K |
| 7 | RFMBG LINCOLNSHIRE LLC RFMBG LINCOLNSHIRE LLC 401K PLAN | MT PROSPECT IL | 201 | $3.9M | $315K |
| 8 | STEWART'S SLEEP CENTER, INC MATTER BROTHERS FURNITURE 401(K) PLAN | TARPON SPRINGS FL | 218 | $4.8M | $143K |
| 9 | GERITOM MED INC. GERITOM MED INC. 401(K) PLAN AND TRUST | BLOOMINGTON MN | 103 | $7.0M | $89K |
| 10 | UVC MANAGEMENT, LLC DBA UNITED VEIN & VASCULAR CENTERS UNITED VEIN & VASCULAR CENTERS 401(K) PLAN | TAMPA FL | 511 | $7.5M | $14K |
