Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $3.8B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: TRP Hedged Equity Trust, TRP Hedged Equity Trust-z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2025 TRUST | BALTIMORE MD | — | $21.3B | $1.1B |
| 2 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST | BALTIMORE MD | — | $35.0B | $1.0B |
| 3 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2020 TRUST | BALTIMORE MD | — | $10.6B | $570.3M |
| 4 | T. ROWE PRICE TRUST COMPANY T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2025 TRUST | BALTIMORE MD | — | $2.7B | $147.2M |
| 5 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT BLEND 2025 TRUST | BALTIMORE MD | — | $2.8B | $146.8M |
| 6 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2015 TRUST | BALTIMORE MD | — | $2.9B | $143.4M |
| 7 | T. ROWE PRICE TRUST COMPANY T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2030 TRUST | BALTIMORE MD | — | $4.6B | $135.2M |
| 8 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT BLEND 2030 TRUST | BALTIMORE MD | — | $4.6B | $131.1M |
| 9 | T. ROWE PRICE TRUST COMPANY T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2020 TRUST | BALTIMORE MD | — | $1.4B | $75.6M |
| 10 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT BLEND 2020 TRUST | BALTIMORE MD | — | $1.3B | $69.2M |
