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 $262.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price RTM 2060 TR CL F, T Rowe Price RTM 2060 TR CL A, T Rowe Price RTM 2060 TR CL E, T Rowe Price RTM 2060 TR CL C, T Rowe Price RTM 2060 TR CL D. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ROBERT W. BAIRD & CO., INC. BAIRD PROFIT SHARING & SAVINGS PLAN | MILWAUKEE WI | 5,264 | $2.2B | $75.1M |
| 2 | UNITED RENTALS (NORTH AMERICA), INC. UNITED RENTALS 401(K) INVESTMENT PLAN | STAMFORD CT | 23,603 | $2.6B | $42.9M |
| 3 | KNIFE RIVER CORPORATION KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN |
BISMARCK ND |
| 6,377 |
| $964.2M |
| $21.2M |
| 4 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 6,892 | $414.4M | $16.1M |
| 5 | MEMBERS 1ST FEDERAL CREDIT UNION MEMBERS 1ST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | ENOLA PA | 1,303 | $189.6M | $11.3M |
| 6 | TRUGREEN LIMITED PARTNERSHIP TRUGREEN PROFIT SHARING AND RETIREMENT PLAN | MEMPHIS TN | 10,531 | $465.6M | $9.7M |
| 7 | SYSMEX AMERICA INC SYSMEX AMERICA, INC. PROFIT SHARING AND 401(K) PLAN | LINCOLNSHIRE IL | 1,317 | $335.8M | $6.7M |
| 8 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $6.5M |
| 9 | MDU RESOURCES GROUP, INC. MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN | BISMARCK ND | 2,102 | $867.1M | $6.4M |
| 10 | NATIONAL LIFE INSURANCE COMPANY NATIONAL LIFE GROUP 401(K) PLAN | MONTPELIER VT | 1,512 | $335.3M | $6.2M |
