Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding t rowe price retirement 2020 I in their Schedule of Assets, totaling $34.2M 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 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $6.3M |
| 2 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $3.5M |
| 3 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA |
CHARLESTON SC |
| 3,064 |
| $157.6M |
| $3.1M |
| 4 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $2.2M |
| 5 | BAY PATH UNIVERSITY BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN | LONGMEADOW MA | 1,117 | $67.3M | $1.9M |
| 6 | BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN CORNELL-HART PENSION PLAN | PORTLAND OR | 1,685 | $101.9M | $1.9M |
| 7 | COMPASS HEALTH, INC. COMPASS HEALTH, INC. 401(K) PLAN | CLINTON MO | 5,000 | $211.5M | $1.8M |
| 8 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $1.6M |
| 9 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $1.4M |
| 10 | NIAGARA FALLS MEMORIAL MEDICAL CENTER NIAGARA FALLS MEMORIAL MEDICAL CENTER SPONSORED 403(B) PLAN | NIAGARA FALLS NY | 1,126 | $31.4M | $1.2M |
