Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price Retirement I 2020 I Mutual fund in their Schedule of Assets, totaling $17.2M 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 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $4.1M |
| 2 | REGAL WARE, INC. REGAL CONSOLIDATED PROFIT SHARING TRUST | MILWAUKEE WI | — | $40.2M | $3.9M |
| 3 | REGAL WARE, INC. REGAL WARE, INC. PROFIT SHARING PLAN |
MILWAUKEE WI |
| 105 |
| $25.6M |
| $2.5M |
| 4 | REGAL WARE, INC. REGAL WARE, INC. BARGAINING UNIT EMPLOYEES' PROFIT SHARING PLAN | MILWAUKEE WI | 125 | $14.6M | $1.4M |
| 5 | GEORGIA AQUARIUM, INC. GEORGIA AQUARIUM, INC. 401(K) PLAN | ATLANTA GA | 577 | $21.5M | $1.0M |
| 6 | CREWS BANK & TRUST CREWS BANKING RETIREMENT PLAN | WAUCHULA FL | 371 | $41.9M | $987K |
| 7 | BEMIS ASSOCIATES, INC. BEMIS ASSOCIATES, INC. EMPLOYEE DEFERRED SAVINGS PLAN | SHIRLEY MA | 177 | $57.0M | $712K |
| 8 | EL MONTE RENTS, INC. TOURISM HOLDINGS USA, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 220 | $10.2M | $662K |
| 9 | BORDER FOODS, LLC. BORDER FOODS, LLC. 401(K) PLAN | NEW HOPE MN | 2,925 | $21.0M | $561K |
| 10 | PSG EQUITY L.L.C. PSG EQUITY L.L.C. 401(K) PLAN | BOSTON MA | 187 | $42.6M | $459K |
