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 $140.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: T Rowe Price RET Blend SEL TR 2040, T Rowe Price RET Blend SEL 2040. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PETVET CARE CENTERS MANAGEMENT, LLC PETVET CARE CENTERS MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | WESTPORT CT | 9,731 | $153.9M | $15.6M |
| 2 | MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,998 | $146.8M | $12.7M |
| 3 | CCFI COMPANIES, LLC CCFI COMPANIES, LLC 401(K) PLAN |
DUBLIN OH |
| 2,044 |
| $68.5M |
| $8.4M |
| 4 | KEYWORDS US HOLDINGS, INC. KEYWORDS US HOLDINGS, INC. 401(K) P/S PLAN | BOTHELL WA | 1,168 | $65.1M | $7.1M |
| 5 | LIFE SCIENCE CONNECT HOLDINGS, LLC LIFE SCIENCE CONNECT RETIREMENT PLAN | DALLAS TX | 105 | $39.7M | $6.8M |
| 6 | 48FORTY SOLUTIONS, LLC 48FORTY SOLUTIONS 401(K) PLAN | HOUSTON TX | 4,575 | $61.6M | $6.5M |
| 7 | EMPOWERME HOLDINGS, LLC EMPOWERME WELLNESS RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 2,068 | $52.6M | $6.3M |
| 8 | GRANITE GROUP WHOLESALERS, LLC GRANITE GROUP WHOLESALERS PROFIT SHARING PLAN & TRUST | CONCORD NH | 758 | $73.7M | $6.1M |
| 9 | SPERBER LANDSCAPE COMPANIES, LLC SPERBER LANDSCAPE COMPANIES AND SUBSIDIARIES 401(K) PLAN | WESTLAKE VILLAGE CA | 3,195 | $53.4M | $6.0M |
| 10 | MOMENTA, INC. SOLTIS EZ 401(K) POOLED EMPLOYER PLAN | SANTA CLARA CA | 1,008 | $35.6M | $5.7M |
