Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement 2020 I in their Schedule of Assets, totaling $35.0M 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 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $7.7M |
| 2 | NORTHWEST HOSPITAL CENTER, INC. NORTHWEST HOSPITAL CENTER, INC. MONEY PURCHASE PENSION PLAN AND TRUST | OWINGS MILLS MD | 887 | $55.8M | $6.4M |
| 3 | ESSEX PORTFOLIO L.P. |
SAN MATEO CA |
| 1,720 |
| $138.2M |
| $4.7M |
| 4 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $4.3M |
| 5 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN | ADA OK | 593 | $46.0M | $1.9M |
| 6 | NATIONAL AIR CARGO, INC. NATIONAL AIR CARGO 401(K) PLAN | ORCHARD PARK NY | 593 | $29.2M | $1.5M |
| 7 | CATALINA ISLAND COMPANY SANTA CATALINA ISLAND SAVINGS PLAN | AVALON CA | 300 | $27.3M | $1.4M |
| 8 | ORLANDO LUTHERAN TOWERS, INC. ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN | ORLANDO FL | 351 | $7.9M | $1.1M |
| 9 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $991K |
| 10 | GRAHAM-OURISMAN AUTOMOTIVE LLC GRAHAM-OURISMAN AUTOMOTIVE 401K PLAN | ROCKVILLE MD | 790 | $18.9M | $844K |
