Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 50 retirement plans report an interest in this investment, totaling $1.0B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price RTM 2030 TR CL F, T Rowe Price RTM 2030 TR CL A, T Rowe Price RTM 2030 TR CL C, T Rowe Price RTM 2030 TR CL E, T Rowe Price RTM 2030 TR CL D. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UNITED RENTALS (NORTH AMERICA), INC. UNITED RENTALS 401(K) INVESTMENT PLAN | STAMFORD CT | 23,603 | $2.6B | $262.0M |
| 2 | ROBERT W. BAIRD & CO., INC. BAIRD PROFIT SHARING & SAVINGS PLAN | MILWAUKEE WI | 5,264 | $2.2B | $122.4M |
| 3 | KNIFE RIVER CORPORATION KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN |
BISMARCK ND |
| 6,377 |
| $964.2M |
| $54.5M |
| 4 | RUAN TRANSPORT CORPORATION RUAN EMPLOYEES' 401(K) SAVINGS PLAN | DES MOINES IA | 5,115 | $331.3M | $52.8M |
| 5 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 6,892 | $414.4M | $51.5M |
| 6 | TRUGREEN LIMITED PARTNERSHIP TRUGREEN PROFIT SHARING AND RETIREMENT PLAN | MEMPHIS TN | 10,531 | $465.6M | $47.4M |
| 7 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $42.5M |
| 8 | PROVIDENT BANK PROVIDENT BANK 401(K) PLAN | ISELIN NJ | 1,840 | $355.1M | $37.8M |
| 9 | ENTRUST CORPORATION ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN | SHAKOPEE MN | 1,494 | $471.6M | $37.2M |
| 10 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLAN | FORT WORTH TX | 3,219 | $465.6M | $37.2M |
