Form 5500 Search

T Rowe Price Rtmt BAL TR CL F

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $26.1M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
25
Reported interest (EOY)
$26.1M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 3 name variants: T Rowe Price Rtmt BAL TR CL F, T Rowe Price Rtmt BAL TR CL A, T Rowe Price Rtmt BAL TR CL C. Counts combine all variants of the same investment.

Plans holding T Rowe Price Rtmt BAL TR CL Franked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1ROBERT W. BAIRD & CO., INC.
BAIRD PROFIT SHARING & SAVINGS PLAN
MILWAUKEE
WI
5,264$2.2B$5.9M
2TRUGREEN LIMITED PARTNERSHIP
TRUGREEN PROFIT SHARING AND RETIREMENT PLAN
MEMPHIS
TN
10,531$465.6M$3.1M
3SWISSLOG LOGISTICS, INC
SWISSLOG LOGISTICS RETIREMENT SAVINGS PLAN
NEWPORT NEWS
VA
483$69.4M$2.9M
4WELLMARK, INC.
WELLMARK, INC. SAVINGS AND INVESTMENT PLAN
DES MOINES
IA
1,930$467.9M$2.5M
5KNIFE RIVER CORPORATION
KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN
BISMARCK
ND
6,377$964.2M$2.5M
6RUAN TRANSPORT CORPORATION
RUAN EMPLOYEES' 401(K) SAVINGS PLAN
DES MOINES
IA
5,403$299.6M$2.4M
7MDU RESOURCES GROUP, INC.
MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN
BISMARCK
ND
2,102$867.1M$1.9M
8ENTRUST CORPORATION
ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN
SHAKOPEE
MN
1,494$471.6M$1.2M
9EQUIPMENT DEPOT, INC.
EQUIPMENT DEPOT DEFINED CONTRIBUTION PLAN
WACO
TX
1,699$155.2M$656K
10EVERUS CONSTRUCTION GROUP, INC.
EVERUS 401(K) PLAN
BISMARCK
ND
1,603$194.5M$634K
See all 25 plans holding T Rowe Price Rtmt BAL TR CL F
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