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 Mutual fund in their Schedule of Assets, totaling $10.0M 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 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $3.7M |
| 2 | TELECARE CORP. TELECARE CORPORATION - RETIREMENT PLAN FOR LA CASA EMPLOYEES REPRESENTED BY SEIU-UHW UNITED HEALTHCARE WORKERS WEST | ALAMEDA CA | 138 | $4.3M | $3.4M |
| 3 | U.M. FDSP ASSOCIATES, P.A. |
BALTIMORE MD |
| 201 |
| $9.8M |
| $1.4M |
| 4 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $706K |
| 5 | MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 71 | $58.7M | $266K |
| 6 | SERVICE ELECTRIC CABLEVISION, INC. SERVICE ELECTRIC CABLEVISION, INC. SAVINGS PLAN | ALLENTOWN PA | 128 | $24.9M | $234K |
| 7 | EMI INDUSTRIES LLC EMI INDUSTRIES, LLC 401(K) & BONUS PLAN | TAMPA FL | 317 | $17.9M | $130K |
| 8 | TRI-VALLEY, INC. TRI-VALLEY, INC. PENSION TRUST | DUDLEY MA | 162 | $6.4M | $109K |
| 9 | TRI-VALLEY, INC. TRI-VALLEY, INC. 403(B) PLAN | DUDLEY MA | 245 | $4.6M | $84K |
| 10 | MODERN HOLDINGS, INC. MODERN PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 98 | $14.6M | $15K |
