Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $91.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: T Rowe Price RET 2015 Active TR, T Rowe Price RET 2015 Active Trust, T Rowe Price RET 2015 Active A, T Rowe Price RET 2015 Active B. 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 | $40.4M |
| 2 | DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO IL | 1,434 | $998.8M | $8.3M |
| 3 | DAY PITNEY LLP DAY PITNEY PROFIT SHARING AND 401(K) PLAN | PARSIPPANY NJ | 650 | $375.6M | $5.8M |
| 4 | SOUTHERN GLAZER'S WINE AND SPIRITS, LLC SOUTHERN GLAZER'S 401(K) PLAN | MIAMI FL | 18,219 | $2.1B | $4.9M |
| 5 | NEC CORPORATION OF AMERICA NEC CORPORATION OF AMERICA RETIREMENT PLAN | IRVING TX | 566 | $468.7M | $4.0M |
| 6 | SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN | KANSAS CITY MO | 910 | $263.8M | $3.5M |
| 7 | LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY MO | 488 | $349.2M | $3.2M |
| 8 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 6,427 | $956.2M | $3.1M |
| 9 | SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE UT | 15,517 | $1.4B | $2.0M |
| 10 | UNIO HEALTH PARTNERS, LLC UNIO HEALTH PARTNERS, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | TORRANCE CA | 696 | $59.0M | $1.8M |
