Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement 2020 I Fund Mutual fund in their Schedule of Assets, totaling $5.6M 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 | SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | DANIA BEACH FL | 9,129 | $295.8M | $4.2M |
| 2 | SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. PILOTS' RETIREMENT SAVINGS PLAN | DANIA BEACH FL | 3,199 | $1.2B | $1.0M |
| 3 | TRI TOOL INC. TRI TOOL INC. 401(K) PLAN |
RANCHO CORDOVA CA |
| 102 |
| $13.4M |
| $363K |
| 4 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN | SECAUCUS NJ | 333 | $14.1M | $15K |
