Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 56 retirement plans report an interest in this investment, totaling $899.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price RTM 2040 TR CL A, T Rowe Price RTM 2040 TR CL F, T Rowe Price RTM 2040 TR CL E, T Rowe Price RTM 2040 TR CL C, T Rowe Price RTM 2040 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 | 23,378 | $2.3B | $209.0M |
| 2 | ROBERT W. BAIRD & CO., INC. BAIRD PROFIT SHARING & SAVINGS PLAN | MILWAUKEE WI | 5,264 | $2.2B | $123.6M |
| 3 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 7,065 | $341.4M | $47.7M |
| 4 | TRUGREEN LIMITED PARTNERSHIP TRUGREEN PROFIT SHARING AND RETIREMENT PLAN | MEMPHIS TN | 10,531 | $465.6M | $40.9M |
| 5 | KNIFE RIVER CORPORATION KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN | BISMARCK ND | 5,546 | $856.4M | $40.2M |
| 6 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $40.0M |
| 7 | SYSMEX AMERICA INC SYSMEX AMERICA, INC. PROFIT SHARING AND 401(K) PLAN | LINCOLNSHIRE IL | 1,317 | $335.8M | $38.9M |
| 8 | ENTRUST CORPORATION ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN | SHAKOPEE MN | 1,494 | $471.6M | $24.6M |
| 9 | RUAN TRANSPORT CORPORATION RUAN EMPLOYEES' 401(K) SAVINGS PLAN | DES MOINES IA | 5,403 | $299.6M | $23.6M |
| 10 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLAN | FORT WORTH TX | 3,219 | $465.6M | $22.5M |
