Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 151 U.S. retirement plans report holding TRP Retirement 2020 I in their Schedule of Assets, totaling $94.8M 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 | INTEGRATED POWER SERVICES INTEGRATED POWER SERVICES RETIREMENT SAVINGS PLAN | GREENVILLE SC | 1,990 | $138.1M | $6.9M |
| 2 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $6.6M |
| 3 | LIFE LINE SCREENING OF AMERICA LIFE LINE SCREENING 401(K) RETIREMENT SAVINGS PLAN |
INDEPENDENCE OH |
| 838 |
| $23.8M |
| $6.1M |
| 4 | ORTHOCONNECTICUT, PLLC ORTHOCONNECTICUT, PLLC EMPLOYEES 401(K) PROFIT SHARING PLAN | DANBURY CT | 189 | $63.1M | $6.0M |
| 5 | ROSEBUD MINING COMPANY ROSEBUD MINING COMPANY 401(K) PLAN | KITTANNING PA | 922 | $235.1M | $3.7M |
| 6 | ROSE BRAND WIPERS, INC. ROSE BRAND WIPERS PROFIT SHARING PLAN | SECAUCUS NJ | 312 | $45.5M | $3.7M |
| 7 | PATRIOT MACHINE INC. PATRIOT MACHINE INC. 401(K) PLAN | ST. CHARLES MO | 177 | $36.2M | $3.5M |
| 8 | SAMSON INVESTMENT HOLDING CO. SAMSON INVESTMENT HOLDING CO. RETIREMENT SAVINGS PLAN & TRUST | HIGH POINT NC | 1,134 | $40.6M | $3.5M |
| 9 | FLAGSHIP ENTERPRISES HOLDING FLAGSHIP HOLDING PROFIT SHARING AND 401(K) PLAN | SOUTHLAKE TX | 1,867 | $27.9M | $2.7M |
| 10 | BUNTING GROUP, INC. BUNTING GROUP, INC. 401(K) PLAN | NEWTON KS | 162 | $23.8M | $2.4M |
