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 I Fund " in their Schedule of Assets, totaling $6.8M 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 | GUERNSEY HEALTH SYSTEMS GUERNSEY HEALTH SYSTEMS 403(B) SAVINGS PLAN | CAMBRIDGE OH | 685 | $29.6M | $1.8M |
| 2 | CHERVON NORTH AMERICA, INC. CHERVON NORTH AMERICA, INC. 401(K) PLAN | NAPERVILLE IL | 238 | $27.7M | $1.4M |
| 3 | HEADCO INDUSTRIES, INC. HEADCO INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN |
BROADVIEW IL |
| 237 |
| $18.5M |
| $1.2M |
| 4 | NIEBAUM-COPPOLA ESTATE WINERY, LP THE COPPOLA COMPANIES RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 174 | $39.1M | $830K |
| 5 | AT HOME STORES LLC AT HOME 401(K) SAVINGS PLAN | COPPELL TX | 5,371 | $54.5M | $698K |
| 6 | MGS, INC. MGS, INC. 401(K) PLAN | DENVER PA | 163 | $7.3M | $686K |
| 7 | FIRST REALTY MANAGEMENT CORP. FIRST REALTY MANAGEMENT CORP. 401(K) PLAN | BOSTON MA | 216 | $24.4M | $87K |