Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TRP RETIRE I 2020 I Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $2.3M |
| 2 | BEAZLEY USA SERVICES, INC. BEAZLEY USA SERVICES, INC. 401(K) PLAN | WEST HARTFORD CT | 990 | $160.9M | $1.3M |
| 3 | MONUMENTAL SPORTS & ENTERTAINMENT MONUMENTAL SPORTS & ENTERTAINMENT 401(K) SAVINGS PLAN |
WASHINGTON DC |
| 868 |
| $99.2M |
| $230K |
