Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2020 Fund I in their Schedule of Assets, totaling $29.9M 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 | BRANDYWINE AUTO PARTS, INC. BRANDYWINE COMPANIES GROUP PROFIT SHARING PLAN | BRANDYWINE MD | 70 | $15.2M | $8.9M |
| 2 | LIVANOVA USA, INC. LIVANOVA US EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,224 | $257.4M | $7.4M |
| 3 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN |
YONKERS NY |
| 2,455 |
| $218.3M |
| $4.5M |
| 4 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS WA | 632 | $92.8M | $2.6M |
| 5 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $2.4M |
| 6 | ACE PRECISION MACHINING, LLC ACE PRECISION MACHINING, LLC 401(K) PROFIT SHARING PLAN | OCONOMOWOC WI | 184 | $34.3M | $1.2M |
| 7 | OAHU WASTE SERVICES, INC OAHU WASTE SERVICES, INC 401(K) PROFIT SHARING PLAN | HONOLULU HI | 260 | $17.9M | $819K |
| 8 | TURTLE WAX, INC. TURTLE WAX RETIREMENT SAVINGS PLAN | LOMBARD IL | 66 | $23.9M | $803K |
| 9 | B. R. KREIDER & SON, INC. B. R. KREIDER & SON, INC., 401(K) RETIREMENT TRUST | MANHEIM PA | 216 | $19.7M | $527K |
| 10 | BEACH FORD, INC. BEACH FORD, INC. RETIREMENT SAVINGS PLAN AND TRUST | VIRGINIA BEACH VA | 269 | $18.6M | $513K |
