Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement I 2020 Fund I Class Mutual fund in their Schedule of Assets, totaling $6.3M 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 | ADVANTEST AMERICA, INC. ADVANTEST AMERICA, INC. SAVING PLAN | SAN JOSE CA | 1,297 | $450.2M | $6.0M |
| 2 | COLUMBUS ORTHOPAEDIC CLINIC, P.A. COLUMBUS ORTHOPAEDIC CLINIC, P. A. 401(K) PLAN | COLUMBUS MS | 110 | $9.7M | $252K |
| 3 | RLJ LODGING TRUST, L.P. RLJ LODGING TRUST, L.P. 401(K) PLAN |
BETHESDA MD |
| 72 |
| $25.4M |
| $42K |
| 4 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $27K |
| 5 | TEXAS SCENIC COMPANY, INC TEXAS SCENIC COMPANY, INC. 401(K) PLAN | SAN ANTONIO TX | 168 | $8.5M | $9K |
