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 Trust Common collective trust fund in their Schedule of Assets, totaling $36.8M 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 | MARSHALL DENNEHEY, P.C. MARSHALL DENNEHEY, P.C. SAVINGS & INVESTMENT PLAN | PHILADELPHIA PA | 1,091 | $267.6M | $13.2M |
| 2 | PREMIER HEALTH PARTNERS THE EMPLOYER RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | DAYTON OH | 13,415 | $243.8M | $7.9M |
| 3 | BRADY CORPORATION |
MILWAUKEE WI |
| 1,688 |
| $342.4M |
| $6.2M |
| 4 | MEDAMERICA HEALTH SYSTEMS CORPORATION MEDAMERICA HEALTH SYSTEMS CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | DAYTON OH | 2,016 | $168.9M | $4.2M |
| 5 | GOJO INDUSTRIES, INC. GOJO RETIREMENT SAVINGS PLAN | AKRON OH | 1,646 | $244.7M | $3.4M |
| 6 | BRADY CORPORATION BRADY FUNDED RETIREMENT PLAN | MILWAUKEE WI | 1,213 | $85.1M | $1.9M |
