Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement 2020 R Mutual Funds in their Schedule of Assets, totaling $2.3M 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 | FRALOCK, LLC FRALOCK, LLC 401(K) PLAN | VALENCIA CA | 639 | $31.7M | $1.3M |
| 2 | ADVANCED CONVERSION TECHNOLOGY, INC ADVANCED CONVERSION TECHNOLOGY, INC. PROFIT SHARING PLAN | MIDDLETOWN PA | 124 | $15.3M | $548K |
| 3 | PARTNERS BUSINESS SERVICES, LLC PARTNERS BUSINESS SERVICES RETIREMENT PLAN PLAN |
SAN JUAN PR |
| 92 |
| $5.0M |
| $511K |
