Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Trp Retirement 2020 in their Schedule of Assets, totaling $114.2M 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 | PIEDMONT HEALTHCARE, INC. PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN | ATLANTA GA | 35,819 | $2.9B | $85.6M |
| 2 | KAMAN CORPORATION KAMAN CORPORATION 401K PLAN | BLOOMFIELD CT | 1,619 | $452.6M | $14.2M |
| 3 | BRAMBLES USA, INC. BRAMBLES USA 401(K) PLAN |
ORLANDO FL |
| 2,839 |
| $304.5M |
| $6.5M |
| 4 | DAYTON T. BROWN INC. DAYTON T. BROWN, INC. PROFIT SHARING PENSION PLAN | BOHEMIA NY | 267 | $64.1M | $3.1M |
| 5 | ELKEM SILICONES USA CORP. ELKEM SILICONES USA CORP. 401(K) PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 242 | $61.5M | $1.9M |
| 6 | BOWDITCH & DEWEY, LLP BOWDITCH & DEWEY PROFIT SHARING PLAN | WORCESTER MA | 118 | $70.2M | $1.2M |
| 7 | MCH PROFESSIONAL CARE MCH PROFESSIONAL CARE 401(K) TRUST | ODESSA TX | 121 | $41.8M | $716K |
| 8 | ADVANCED VEHICLE ASSEMBLIES LLC GLOBAL AUTOMOTIVE SYSTEMS 401(K) RETIREMENT PLAN | ROCHESTER HILLS MI | 376 | $17.9M | $508K |
| 9 | SWDIC IMAGING CENTER PARTNERSHIP, LLP SOUTHWEST DIAGNOSTIC IMAGING CENTER 401(K) RETIREMENT PLAN | DALLAS TX | 190 | $43.0M | $384K |
| 10 | STONEY CREEK HOSPITALITY CORPORATION STONEY CREEK 401K) PLAN | DUBUQUE IA | 455 | $4.8M | $79K |
