Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2020 I Class - in their Schedule of Assets, totaling $2.8M 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 | BROCK ENTERPRISES, LLC BROCK ENTERPRISES, LLC 401(K) PLAN | HOUSTON TX | 6,469 | $88.9M | $2.2M |
| 2 | EPSILYTE HOLDINGS, LLC EPSILYTE HOLDINGS LLC 401(K) PLAN | THE WOODLANDS TX | 157 | $14.3M | $205K |
| 3 | OXFORD MANAGEMENT GROUP, LLC OXFORD MANAGEMENT GROUP, LLC 401(K) PLAN |
WICHITA KS |
| 624 |
| $2.5M |
| $172K |
| 4 | GENESYS WORKS GENESYS WORKS 403B RETIREMENT PLAN | KELLER TX | 844 | $3.9M | $119K |
| 5 | CENTRAL VALLEY INDIAN HEALTH SERVICES, INC. CENTRAL VALLEY INDIAN HEALTH SERVICES, INC. 401(K) PLAN | CLOVIS CA | 133 | $20.0M | $113K |
