Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding TROWEPRICE RETIRE 2020 INV in their Schedule of Assets, totaling $28.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CULLIGAN SOUTHWEST, INC. CULLIGAN SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN & TRUST | SAN ANTONIO TX | 107 | $11.0M | $3.2M |
| 2 | TUNGSTEN AUTOMATION CORPORATION TUNGSTEN AUTOMATION 401(K) SALARY SAVINGS PLAN | IRVINE CA | 465 | $143.1M | $2.3M |
| 3 | RUBIES II, LLC |
WESTBURY NY |
| 275 |
| $37.8M |
| $1.6M |
| 4 | THE ELECTRIC MOTOR REPAIR CO. THE ELECTRIC MOTOR REPAIR CO. 401(K) RETIREMENT SAVINGS PLAN | ROSEDALE MD | 199 | $17.4M | $1.5M |
| 5 | NEORA, LLC NEORA, LLC 401(K) PLAN | DALLAS TX | 80 | $11.5M | $1.4M |
| 6 | LISTEN UP, INC. LISTEN UP, INC. 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 98 | $9.3M | $1.3M |
| 7 | THE MIL CORPORATION THE MIL CORPORATION 401(K) PLAN | BOWIE MD | 796 | $90.8M | $1.2M |
| 8 | ST INTERNATIONAL, INC. ST INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | MASON OH | 190 | $48.5M | $1.1M |
| 9 | ANALYTIC STRESS RELIEVING, INC. ANALYTIC STRESS RELIEVING, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE LA | 318 | $17.1M | $1.1M |
| 10 | CALAMP CORP. CALAMP CORP. EMPLOYEES SAVINGS PLAN | CARLSBAD CA | 232 | $75.8M | $933K |
