Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retrmnt 2020 I 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 | LIFEBRIDGE HEALTH PRACTICE DYNAMICS 401(K) PLAN | OWINGS MILLS MD | 797 | $84.5M | $1.7M |
| 2 | 61ST STREET SERVICE CORPORATION 61ST STREET SERVICE CORPORATION 401(K) RETIREMENT PLAN | NEW YORK NY | 1,497 | $62.7M | $630K |
| 3 | Q.E.D. SYSTEMS, INC. Q.E.D. SYSTEMS, INC. 401(K) PLAN |
VIRGINIA BEACH VA |
| 438 |
| $31.2M |
| $486K |
