Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 51 retirement plans report an interest in this investment, totaling $946.6M 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 F, T Rowe Price RTM 2040 TR CL A, 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 | 23,603 | $2.6B | $259.8M |
| 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 |
| 6,892 |
| $414.4M |
| $60.5M |
| 4 | KNIFE RIVER CORPORATION KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN | BISMARCK ND | 6,377 | $964.2M | $51.0M |
| 5 | TRUGREEN LIMITED PARTNERSHIP TRUGREEN PROFIT SHARING AND RETIREMENT PLAN | MEMPHIS TN | 10,531 | $465.6M | $40.9M |
| 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 | RUAN TRANSPORT CORPORATION RUAN EMPLOYEES' 401(K) SAVINGS PLAN | DES MOINES IA | 5,115 | $331.3M | $27.2M |
| 9 | MDU RESOURCES GROUP, INC. MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN | BISMARCK ND | 2,102 | $867.1M | $26.6M |
| 10 | ENTRUST CORPORATION ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN | SHAKOPEE MN | 1,494 | $471.6M | $24.6M |
