Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $4.7B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price Blue Chip Growth Trust, T Rowe Price Blue Chip Growth TR, T Rowe Price Blue Chip Growth, T Rowe Price Blue Chip Growth Fund, T Rowe Price Blue Chip Growth FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $903.6M |
| 2 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY 401(K) PLAN | MINNEAPOLIS MN | 167,176 | $57.9B | $828.2M |
| 3 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 17,704 | $7.4B | $540.1M |
| 4 | RELX INC. RELX INC. US SALARY INVESTMENT PLAN | NEW YORK NY | 13,644 | $4.2B | $497.2M |
| 5 | TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND | ST. LOUIS MO | 5,046 | $1.9B | $320.7M |
| 6 | FOX CORPORATION FOX SAVINGS PLAN | NEW YORK NY | 10,558 | $2.5B | $275.2M |
| 7 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $238.9M |
| 8 | VISION SERVICE PLAN VSP RETIREMENT PLAN | RANCHO CORDOVA CA | 5,853 | $1.5B | $165.6M |
| 9 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TR PIPE TRADES SERVICES MN PENSION SUPPLEMENT FUND | WHITE BEAR LAKE MN | 5,912 | $1.8B | $163.7M |
| 10 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC LARGE CAP GROWTH | KANSAS CITY MO | — | $163.3M | $163.3M |
