Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $102.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 12 name variants: T Rowe Price RET 2015 TR CL H, T Rowe Price RET 2015 Trust, T Rowe Price RET 2015 Trust A, T Rowe Price RET 2015 Trust K, T Rowe Price RET 2015 Fund, T Rowe Price RET 2015 TR CL A, T Rowe Price RET 2015 Trust J, T Rowe Price RET 2015 Trust C, +4 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | RITE AID CORPORATION RITE AID MASTER RETIREMENT SAVINGS TRUST | HARRISBURG PA | — | $3.5B | $33.4M |
| 2 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN | CLEVELAND OH | 47,319 | $10.6B | $27.0M |
| 3 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY SALARIED EMPLOYEES' REVISED PENSION INVESTMENT PLAN |
CLEVELAND OH |
| 47,415 |
| $1.7B |
| $12.2M |
| 4 | M FINANCIAL HOLDINGS INCORPORATED M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN | PORTLAND OR | 277 | $91.7M | $8.0M |
| 5 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 81 | $166.0M | $7.9M |
| 6 | BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLAN ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN | PHOENIX AZ | 9,484 | $461.2M | $6.4M |
| 7 | ZINPRO CORPORATION ZINPRO CORPORATION 401(K) PROFIT SHARING PLAN | EDEN PRAIRIE MN | 380 | $116.7M | $2.4M |
| 8 | DANONE NORTH AMERICA PUBLIC BENEFIT CORPORATION DANONE U.S. 401(K) PLAN | WHITE PLAINS NY | 5,415 | $772.6M | $1.8M |
| 9 | FIKE CORPORATION FIKE CORPORATION 401(K) PLAN AND TRUST | BLUE SPRINGS MO | 851 | $140.6M | $983K |
| 10 | UNITED PARCEL SERVICE COMPANY UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,995 | $2.8B | $894K |
