Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retire 2020 Inv in their Schedule of Assets, totaling $1.6M 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 | RMK MANAGEMENT RMK MANAGEMENT 401(K) PLAN | CHICAGO IL | 178 | $23.7M | $629K |
| 2 | MORAN & COMPANY MORAN & COMPANY 401(K) PLAN | CHICAGO IL | 138 | $20.9M | $566K |
| 3 | ANDERSON CONCRETE CORPORATION ANDERSON CONCRETE CORPORATION RETIREMENT SAVINGS PLAN AND TRUST |
COLUMBUS OH |
| 193 |
| $29.2M |
| $242K |
| 4 | OPTIMAL GEO OPTIMAL GEO 401(K) PLAN | ATHENS AL | 0 | $0 | $158K |
