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 Retrmnt 2020 in their Schedule of Assets, totaling $30.3M 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 | SPARROW HEALTH SYSTEM SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT SAVINGS PLAN | LANSING MI | 8,310 | $806.5M | $27.1M |
| 2 | SPARROW HEALTH SYSTEM SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT PLAN FOR 403(B) TRANSFERS | LANSING MI | 405 | $26.7M | $1.5M |
| 3 | SEH AMERICA, INC. |
VANCOUVER WA |
| 1,115 |
| $169.7M |
| $650K |
| 4 | SPARROW DEVELOPMENT, INC. SPARROW HEALTH SYSTEM AFFILIATE 401(K) PLAN | LANSING MI | 324 | $6.1M | $639K |
| 5 | UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC 401(K) PLAN | CANTON NY | 202 | $8.4M | $443K |
