Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement Hybrid 2020 Trust in their Schedule of Assets, totaling $40.4M 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 | FIRSTGROUP AMERICA, INC. FIRST STUDENT, INC. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 49,717 | $328.2M | $25.5M |
| 2 | FOLLETT SCHOOL SOLUTIONS HOLDINGS, LLC FOLLETT SCHOOL SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | MCHENRY IL | 396 | $65.3M | $4.7M |
| 3 | FOLLETT SOFTWARE, LLC |
MCHENRY IL |
| 435 |
| $75.5M |
| $4.2M |
| 4 | KYOCERA AVX COMPONENTS CORPORATION AVX GREENVILLE LLC 401(K) PLAN | FOUNTAIN INN SC | 1,261 | $227.9M | $3.7M |
| 5 | FOLLETT CONTENT SOLUTIONS, LLC FOLLETT CONTENT SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | MCHENRY IL | 667 | $85.5M | $2.0M |
| 6 | KYOCERA AVX COMPONENTS CORPORATION AVX 401(K) PLAN | FOUNTAIN INN SC | 161 | $6.8M | $295K |
