Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Inv Mutual Fund in their Schedule of Assets, totaling $7.4M 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 | WHITE'S FARM SUPPLY INC WHITE'S FARM SUPPLY INC EMPLOYEE'S PROFIT SHARING AND RETIREMENT PLAN | CANASTOTA NY | 112 | $10.1M | $983K |
| 2 | DAVIS TOOL, INC. DAVIS TOOL, INC. PROFIT SHARING PLAN AND TRUST | HILLSBORO OR | 109 | $12.1M | $742K |
| 3 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN |
BELTSVILLE MD |
| 280 |
| $67.1M |
| $688K |
| 4 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN | RENO NV | 485 | $20.2M | $663K |
| 5 | APPLIED CONTROL ENGINEERING INC APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN | NEWARK DE | 199 | $35.4M | $631K |
| 6 | MOSAIC TECHNOLOGIES GROUP MOSAIC TECHNOLOGIES GROUP 401(K) PLAN | FULTON MD | 0 | $10.2M | $485K |
| 7 | SEEMANN COMPOSITES, LLC SEEMANN COMPOSITES, LLC 401(K) PLAN | GULFPORT MS | 219 | $21.5M | $456K |
| 8 | TANGENT TECHNOLOGIES, LLC TANGENT TECHNOLOGIES, LLC 401(K) PLAN | AURORA IL | 438 | $10.3M | $449K |
| 9 | ANNIN & CO ANNIN & CO 401(K) RETIREMENT PLAN | NEW PROVIDENCE NJ | 332 | $19.2M | $413K |
| 10 | THE NORFOLK COMPANIES, INC. NORFOLK COMPANIES 401(K) PLAN | BRAINTREE MA | 199 | $12.8M | $403K |
