Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2020 N/R* in their Schedule of Assets, totaling $4.7M 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 | BURROUGHS, INC. BURROUGHS 401(K) PLAN | FARMINGTON HILLS MI | 575 | $42.8M | $2.0M |
| 2 | THE TIME GROUP, INC. THE TIME GROUP 401(K) PLAN | OWINGS MILLS MD | 487 | $18.6M | $1.1M |
| 3 | TOTAL ADMINISTRATIVE SERVICES CORPORATION TASC 401(K) PLAN |
| 687 |
| $72.5M |
| $885K |
| 4 | FIRST CITIZENS COMMUNITY BANK FIRST CITIZENS COMMUNITY BANK PROFIT SHARING PLAN | MANSFIELD PA | 407 | $43.0M | $503K |
| 5 | COMMUNITY BANK COMMUNITY BANK 401K PROFIT SHARING PLAN | WAYNESBURG PA | 147 | $17.9M | $128K |
| 6 | AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT ATD 403(B) EMPLOYEE SAVINGS PLAN | ALEXANDRIA VA | 166 | $31.1M | $75K |
