Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Registered investment company - in their Schedule of Assets, totaling $62.8M 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 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN | MT. VIEW CA | 4,437 | $976.1M | $36.0M |
| 2 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $13.3M |
| 3 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN |
WASHINGTON DC |
| 143 |
| $85.3M |
| $6.1M |
| 4 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST | MENDOTA HEIGHTS MN | 1,387 | $26.6M | $2.1M |
| 5 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS TX | 484 | $224.8M | $1.5M |
| 6 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $974K |
| 7 | JONES MEMORIAL HOSPITAL JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN | WELLSVILLE NY | 528 | $10.5M | $761K |
| 8 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $638K |
| 9 | ALLIES INC. ALLIES, INC. 401(K) PLAN | HAMILTON NJ | 958 | $13.8M | $608K |
| 10 | ROYCE & ASSOCIATES GP, LLC ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 93 | $109.2M | $362K |
