Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement Blend 2020 in their Schedule of Assets, totaling $12.2M 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 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $5.2M |
| 2 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | SANTA ANA CA | 503 | $97.8M | $3.3M |
| 3 | PERC ENGINEERING, LLC PERC ENGINEERING, LLC 401(K) PLAN |
HOUSTON TX |
| 122 |
| $30.4M |
| $3.2M |
| 4 | ELECTRICAL DESIGN & MOTOR CONTROL, INC. ELECTRICAL DESIGN & MOTOR CONTROL, INC. 401(K) PLAN | ROSEVILLE CA | 84 | $12.7M | $375K |
| 5 | BLACKHAWK COUNTRY CLUB BLACKHAWK COUNTRY CLUB EMPLOYEE SAVINGS PLAN | DANVILLE CA | 198 | $5.3M | $203K |
| 6 | TRIJICON, INC. TRIJICON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 522 | $60.3M | $77K |
| 7 | MBS HIGHWAY, LLC MBS HIGHWAY, LLC 401(K) PLAN | HOLMDEL NJ | 81 | $4.2M | $10K |
