Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $4.2B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: TRP NEW Horizons Trust, TRP NEW Horizons A, TRP NEW Horizons TR A. 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 2040 TRUST | BALTIMORE MD | — | $35.2B | $521.0M |
| 2 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2045 TRUST | BALTIMORE MD | — | $28.0B | $440.1M |
| 3 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2035 TRUST | BALTIMORE MD | — | $32.1B | $429.5M |
| 4 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2050 TRUST | BALTIMORE MD | — | $25.6B | $411.4M |
| 5 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST | BALTIMORE MD | — | $35.0B | $402.6M |
| 6 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST, T.ROWE PRICE SMALL & MID-CAP CORE TRUST | BALTIMORE MD | — | $1.7B | $322.9M |
| 7 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2055 TRUST | BALTIMORE MD | — | $17.9B | $290.1M |
| 8 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2025 TRUST | BALTIMORE MD | — | $21.3B | $195.3M |
| 9 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2060 TRUST | BALTIMORE MD | — | $9.9B | $160.3M |
| 10 | T. ROWE PRICE GROUP, INC. T. ROWE PRICE U.S. RETIREMENT PROGRAM | OWINGS MILLS MD | 6,820 | $4.9B | $150.8M |
