Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding TRwPr Retirement 2020 Fund I Registered Investment Company in their Schedule of Assets, totaling $18.3M 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 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $3.3M |
| 2 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE | ALBANY NY | 1,887 | $106.3M | $2.3M |
| 3 | REDISCOVER REDISCOVER RETIREMENT PLAN |
LEES SUMMIT MO |
| 830 |
| $27.6M |
| $1.9M |
| 4 | MOTHERS AGAINST DRUNK DRIVING MADD 403B PLAN | IRVING TX | 264 | $11.3M | $1.6M |
| 5 | METRO INFECTIOUS DISEASE CONSULTANT METRO INFECTIOUS DISEASE CONSULTANTS, LLC PROFIT | BURR RIDGE IL | 558 | $101.6M | $1.4M |
| 6 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $1.3M |
| 7 | ARC INTL. NORTH AMERICA, LLC ARC INTERNATIONAL NORTH AMERICA 401K RETIREMENT | MILLVILLE NJ | 655 | $80.2M | $1.0M |
| 8 | WEIRTON MEDICAL CENTER WEIRTON MEDICAL CENTER SUPPLEMENTAL RETIREMENT INCOME PLAN | WEIRTON WV | 1,341 | $60.6M | $728K |
| 9 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $641K |
| 10 | SMITH MICRO SOFTWARE, INC. SMITH MICRO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 91 | $33.8M | $628K |
