Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement I 2020 Fund in their Schedule of Assets, totaling $11.4M 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 | ECRI INSTITUTE ECRI INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | WILLOW GROVE PA | 447 | $78.1M | $2.4M |
| 2 | NMC GROUP, INC. NMC GROUP, INC. 401(K) RETIREMENT PLAN | OMAHA NE | 795 | $79.3M | $1.8M |
| 3 | DULUTH HOLDINGS INC. DULUTH HOLDINGS, INC. 401(K) PROFIT SHARING PLAN |
MOUNT HOREB WI |
| 2,239 |
| $44.3M |
| $1.6M |
| 4 | TABOR STREET GROUP, LLC TABORSTREET 401(K) RETIREMENT PLAN | OMAHA NE | 833 | $90.7M | $1.4M |
| 5 | CATHOLIC CHARITIES HAWAI'I CATHOLIC CHARITIES HAWAI'I RETIREMENT SAVINGS PLAN | HONOLULU HI | 318 | $21.3M | $1.3M |
| 6 | CONSUMERS CONCRETE CORPORATION CONSUMERS CONCRETE CORPORATION 401(K) RETIREMENT PLAN | KALAMAZOO MI | 219 | $21.3M | $1.2M |
| 7 | LINN PRODUCTS, INC. LINN PRODUCTS, INC. EMPLOYEE DEFERRED COMPENSATION PLAN | CHARLOTTE MI | 214 | $8.7M | $864K |
| 8 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $785K |
| 9 | CRYSTAL ENTERPRISES, INC. CRYSTAL ENTERPRISES, INC. 401(K) SAVINGS PLAN | THOMPSONVILLE MI | 260 | $9.3M | $58K |
| 10 | LIGHTHOUSE TITLE, INC. LIGHTHOUSE TITLE GROUP 401(K) PLAN | HOLLAND MI | 179 | $4.6M | $55K |
