Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Retirement Balanced 2020 Fund Mutual Fund in their Schedule of Assets, totaling $50K 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 | MERIWEST CREDIT UNION MERIWEST CREDIT UNION 401K PLAN | SAN JOSE CA | 221 | $37.5M | $50K |
