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 $1.4B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 16 name variants: T Rowe Price RET 2040 TR CL H, T Rowe Price RET 2040 Trust A, T Rowe Price RET 2040 Trust, T Rowe Price RET 2040 Trust K, T Rowe Price RET 2040 Trust J, T Rowe Price RET 2040 Fund, T Rowe Price RET 2040, T Rowe Price RET 2040 TR CL A, +8 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CINTAS CORPORATION CINTAS PARTNERS' PLAN | MASON OH | 49,412 | $4.4B | $351.4M |
| 2 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN | CLEVELAND OH | 47,319 | $10.6B | $323.6M |
| 3 | RITE AID CORPORATION RITE AID MASTER RETIREMENT SAVINGS TRUST |
HARRISBURG PA |
| — |
| $3.5B |
| $238.1M |
| 4 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY SALARIED EMPLOYEES' REVISED PENSION INVESTMENT PLAN | CLEVELAND OH | 47,415 | $1.7B | $124.0M |
| 5 | DANONE NORTH AMERICA PUBLIC BENEFIT CORPORATION DANONE U.S. 401(K) PLAN | WHITE PLAINS NY | 5,415 | $772.6M | $72.4M |
| 6 | BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLAN ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN | PHOENIX AZ | 9,484 | $461.2M | $65.2M |
| 7 | UNITED PARCEL SERVICE COMPANY UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,995 | $2.8B | $57.8M |
| 8 | UNITED PARCEL SERVICE COMPANY UPS/IPA 401(K) SAVINGS PLAN | LOUISVILLE KY | 3,270 | $1.7B | $38.5M |
| 9 | FIKE CORPORATION FIKE CORPORATION 401(K) PLAN AND TRUST | BLUE SPRINGS MO | 851 | $140.6M | $18.4M |
| 10 | AMERICAN CHEMISTRY COUNCIL, INC. AMERICAN CHEMISTRY COUNCIL INC. RETIREMENT SAVINGS PLAN | WASHINGTON DC | 278 | $161.3M | $15.9M |
