Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T.Rowe Price Target 2020 in their Schedule of Assets, totaling $200K 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 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN | NOVI MI | 235 | $8.3M | $91K |
| 2 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $69K |
| 3 | MINNESOTA ORCHESTRAL ASSOCIATION |
MINNEAPOLIS MN |
| 258 |
| $14.3M |
| $33K |
| 4 | THE ARC OF THE QUAD CITIES AREA THE ARC OF THE QUAD CITIES AREA MONEY PURCHASE PLAN | ROCK ISLAND IL | 0 | $65K | $7K |
