Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe T. Rowe Price Retirement 2020 in their Schedule of Assets, totaling $24.4M 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 | 112/73 RETIREMENT TRUST FUND NECA - IBEW 112/73 RETIREMENT PLAN NECA-IBEW | SPOKANE WA | 6,481 | $478.9M | $10.0M |
| 2 | U.S. VENTURE, INC. U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN | APPLETON WI | 4,910 | $398.9M | $10.0M |
| 3 | COLLIER HEALTH SERVICES, INC. HEALTHCARE NETWORK OF SOUTHWEST FLORIDA (HCN) RETIREMENT PLAN |
IMMOKALEE FL |
| 324 |
| $23.5M |
| $2.7M |
| 4 | MAGNOLIA RIVER SERVICES, INC. MAGNOLIA RIVER 401(K) PLAN | DECATUR AL | 889 | $28.9M | $1.1M |
| 5 | MAGNOLIA RIVER INTERNATIONAL MAGNOLIA RIVER INTERNATIONAL 401(K) PLAN | HARTSELLE AL | 755 | $43.0M | $527K |
