Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $71.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: TRP RET Blend 2015 B, TRP RET Blend 2015 A, TRP RET Blend 2015 Trust A, TRP RET Blend 2015 C, TRP RET Blend 2015 Trust, TRP RET Blend 2015 J, TRP RET Blend 2015 TR D. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MARSHFIELD CLINIC, INC. MARSHFIELD CLINIC MASTER TRUST | MARSHFIELD WI | — | $3.1B | $19.2M |
| 2 | GAP INC. GAPSHARE 401(K) PLAN | SAN FRANCISCO CA | 68,283 | $2.6B | $13.2M |
| 3 | DISH NETWORK CORPORATION DISH NETWORK CORPORATION 401(K) PLAN | ENGLEWOOD CO | 11,903 | $1.6B | $5.2M |
| 4 | W.R. GRACE & CO. W.R. GRACE & CO. SAVINGS PLAN MASTER TRUST | COLUMBIA MD | — | $840.7M | $4.7M |
| 5 | CADENCE BANK CADENCE 401(K) PROFIT-SHARING PLAN | TUPELO MS | 5,423 | $817.1M | $4.2M |
| 6 | AMERICAN SUGAR REFINING, INC. AMERICAN SUGAR REFINING & SUBSIDIARIES HOURLY SAVINGS AND INVESTMENT PLAN | YONKERS NY | 1,738 | $77.6M | $3.0M |
| 7 | AVIENT CORPORATION AVIENT RETIREMENT SAVINGS PLAN | AVON LAKE OH | 3,116 | $678.2M | $2.8M |
| 8 | AMERICAN SUGAR REFINING, INC. AMERICAN SUGAR SALARY SAVINGS AND INVESTMENT PLAN | YONKERS NY | 1,222 | $212.8M | $2.6M |
| 9 | AFLAC INCORPORATED AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING PLAN | COLUMBUS GA | 5,776 | $1.1B | $2.3M |
| 10 | BROOKS KUSHMAN P.C. BROOKS KUSHMAN P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | ROYAL OAK MI | 143 | $76.0M | $2.0M |
