Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T. Rowe Price Retirement I 2020 I in their Schedule of Assets, totaling $27.5M 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 | DEBORAH HEART & LUNG CENTER DEBORAH HEART AND LUNG CENTER 401(K) PLAN | BROWNS MILLS NJ | 1,157 | $143.1M | $9.1M |
| 2 | ARJO INC. ARJO INC. 401(K) PLAN | ADDISON IL | 861 | $112.6M | $5.3M |
| 3 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN |
HOLMDEL NJ |
| 707 |
| $105.9M |
| $2.3M |
| 4 | MAUI OIL COMPANY, INC. MAUI OIL CO, INC 401(K) PROFIT SHARING PLAN | KAHULUI HI | 118 | $16.1M | $2.0M |
| 5 | TAMPA ARMATURE WORKS, INC. TAW 401(K) AND PROFIT SHARING PLAN | RIVERVIEW FL | 467 | $45.8M | $1.6M |
| 6 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $1.1M |
| 7 | COASTAL PACIFIC FOOD DISTRIBUTORS, INC. COASTAL PACIFIC FOOD DISTRIBUTORS 401(K) PROFIT SHARING PLAN | STOCKTON CA | 572 | $39.4M | $1.1M |
| 8 | LIONEL, LLC LIONEL, LLC RETIREMENT AND SAVINGS PLAN | CONCORD NC | 129 | $7.0M | $898K |
| 9 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | COON RAPIDS MN | 263 | $91.7M | $831K |
| 10 | AMB GROUP, LLC BFOB 401(K) PLAN | ATLANTA GA | 1,417 | $78.9M | $742K |
