Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 49 retirement plans report an interest in this investment, totaling $848.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price RTM 2035 TR CL F, T Rowe Price RTM 2035 TR CL A, T Rowe Price RTM 2035 TR CL E, T Rowe Price RTM 2035 TR CL C, T Rowe Price RTM 2035 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 | $241.6M |
| 2 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 6,892 | $414.4M | $66.8M |
| 3 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN |
DES MOINES IA |
| 1,930 |
| $467.9M |
| $48.6M |
| 4 | KNIFE RIVER CORPORATION KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN | BISMARCK ND | 6,377 | $964.2M | $46.9M |
| 5 | TRUGREEN LIMITED PARTNERSHIP TRUGREEN PROFIT SHARING AND RETIREMENT PLAN | MEMPHIS TN | 10,531 | $465.6M | $42.2M |
| 6 | RUAN TRANSPORT CORPORATION RUAN EMPLOYEES' 401(K) SAVINGS PLAN | DES MOINES IA | 5,115 | $331.3M | $39.8M |
| 7 | ENTRUST CORPORATION ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN | SHAKOPEE MN | 1,494 | $471.6M | $35.6M |
| 8 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLAN | FORT WORTH TX | 3,219 | $465.6M | $35.2M |
| 9 | MDU RESOURCES GROUP, INC. MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN | BISMARCK ND | 2,102 | $867.1M | $34.6M |
| 10 | MARSHALL DENNEHEY, P.C. MARSHALL DENNEHEY, P.C. SAVINGS & INVESTMENT PLAN | PHILADELPHIA PA | 1,091 | $267.6M | $31.5M |
