Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $32.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: T Rowe Price RET 2005 Active TR, T Rowe Price RET 2005 Active Trust, T Rowe Price RET 2005 Active B, T Rowe Price RET 2005 Active A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SERVICE CORPORATION INTL THE SCI 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 21,793 | $1.8B | $13.7M |
| 2 | SOUTHERN GLAZER'S WINE AND SPIRITS, LLC SOUTHERN GLAZER'S 401(K) PLAN | MIAMI FL | 18,219 | $2.1B | $2.7M |
| 3 | VERADIGM LLC VERADIGM LLC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 1,790 | $605.0M | $2.2M |
| 4 | SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE UT | 15,517 | $1.4B | $2.1M |
| 5 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 6,427 | $956.2M | $1.6M |
| 6 | NEC CORPORATION OF AMERICA NEC CORPORATION OF AMERICA RETIREMENT PLAN | IRVING TX | 566 | $468.7M | $1.1M |
| 7 | TOSHIBA INTERNATIONAL CORPORATION TOSHIBA INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,301 | $218.4M | $1.0M |
| 8 | DENTSU INTERNATIONAL AMERICAS, LLC BENEFITSPLUS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 7,322 | $1.2B | $941K |
| 9 | MILLER NASH LLP MILLER NASH LLP 401(K) PLAN | PORTLAND OR | 273 | $162.1M | $807K |
| 10 | DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO IL | 1,434 | $998.8M | $765K |
