Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price Target 2020 Mutual fund in their Schedule of Assets, totaling $4.5M 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 | O.R. COLAN ASSOCIATES, LLC O.R. COLAN ASSOCIATES 401(K) PLAN | CHARLOTTE NC | 380 | $27.6M | $2.8M |
| 2 | COMMUNITY HEALTH CENTER, INC. COMMUNITY HEALTH CENTER, INC. 403(B) RETIREMENT PLAN | MIDDLETOWN CT | 1,205 | $75.4M | $1.5M |
| 3 | INTERNATIONAL FUND FOR ANIMAL WELFARE, INC. |
YARMOUTH PORT MA |
| 135 |
| $38.6M |
| $123K |
| 4 | BORN GROUP INC BORN GROUP INC 401K PLAN | NEW YORK NY | 179 | $6.1M | $74K |
