Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $39.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: T Rowe Price Retirement Balanced TR, T Rowe Price Retirement Balanced, T Rowe Price Retirement Balanced C. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) CHUBB US 401(K) PLAN | PHILADELPHIA PA | 15,717 | $5.0B | $14.9M |
| 2 | TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401K ELECTRICAL WORKERS LOCAL NO. 292 DEFINED CONTRIBUTION AND 401K PLAN | BROOKLYN PARK MN | 5,698 | $1.2B | $3.8M |
| 3 | BAYHEALTH MEDICAL CENTER, INC. BAYHEALTH MEDICAL CENTER, INC. RETIREMENT AND SAVINGS PLAN | DOVER DE | 4,619 | $539.1M | $3.7M |
| 4 | HUB INTERNATIONAL LIMITED HUB INTERNATIONAL LIMITED 401(K) SAVINGS PLAN | CHICAGO IL | 13,429 | $1.6B | $3.1M |
| 5 | BROWN AND CALDWELL BROWN AND CALDWELL SAVINGS PLAN | LAKEWOOD CO | 2,280 | $574.9M | $2.0M |
| 6 | AMERICAN NATIONAL GROUP SERVICES AMERICAN NATIONAL 401(K) PLAN | GALVESTON TX | 2,923 | $413.6M | $1.7M |
| 7 | CAREFIRST, INC. THE CAREFIRST 401(K) PLAN | OWINGS MILLS MD | 6,286 | $1.1B | $1.5M |
| 8 | UNIVERSITY OF MINNESOTA PHYSICIANS UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS AND 401(K) PLAN | MINNEAPOLIS MN | 4,740 | $1.1B | $1.3M |
| 9 | WALL FAMILY ENTERPRISE INC. WALL FAMILY ENTERPRISE RETIREMENT SAVINGS PLAN | MADISON WI | 349 | $77.1M | $1.2M |
| 10 | BOSTON BEER CORPORATION BOSTON BEER COMPANY 401(K) PLAN | BOSTON MA | 2,589 | $353.4M | $1.0M |
