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 Retirement 2020 Fund I Class N/R in their Schedule of Assets, totaling $22.8M 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 | EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN | GREENSBURG PA | 3,712 | $364.9M | $21.0M |
| 2 | RED-ROCHESTER, LLC RED-ROCHESTER, LLC RETIREMENT PLAN | ROCHESTER NY | 130 | $16.6M | $1.6M |
| 3 | WALSTROM MARINE, INC. WALSTROM MARINE, INC. EMPLOYEES INVESTMENT PLAN |
HARBOR SPRINGS MI |
| 136 |
| $5.8M |
| $297K |
| 4 | LEERINK PARTNERS LLC LEERINK PARTNERS 401(K) PLAN | BOSTON MA | 343 | $76.1M | $11K |
