Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 47 retirement plans report an interest in this investment, totaling $272.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 9 name variants: TRP RET Blend 2020 B, TRP RET Blend 2020 A, TRP RET Blend 2020 Trust A, TRP RET Blend 2020 C, TRP RET Blend 2020 D, TRP RET Blend 2020 Trust, TRP RET Blend 2020 J, TRP RET Blend 2020 Trust B, +1 more. 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 | $56.9M |
| 2 | GAP INC. GAPSHARE 401(K) PLAN | SAN FRANCISCO CA | 68,283 | $2.6B | $51.1M |
| 3 | CADENCE BANK CADENCE 401(K) PROFIT-SHARING PLAN | TUPELO MS | 5,423 | $817.1M | $21.3M |
| 4 | DISH NETWORK CORPORATION DISH NETWORK CORPORATION 401(K) PLAN | ENGLEWOOD CO | 11,903 | $1.6B | $19.2M |
| 5 | EBAY INC. EBAY INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 7,067 | $2.0B | $10.5M |
| 6 | W.R. GRACE & CO. W.R. GRACE & CO. SAVINGS PLAN MASTER TRUST | COLUMBIA MD | — | $840.7M | $10.0M |
| 7 | AMERICAN SUGAR REFINING, INC. AMERICAN SUGAR SALARY SAVINGS AND INVESTMENT PLAN | YONKERS NY | 1,222 | $212.8M | $9.8M |
| 8 | AVIENT CORPORATION AVIENT RETIREMENT SAVINGS PLAN | AVON LAKE OH | 3,116 | $678.2M | $9.2M |
| 9 | HIGGINBOTHAM INSURANCE AGENCY, INC. HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST | FORT WORTH TX | 3,647 | $169.2M | $9.0M |
| 10 | AVALONBAY COMMUNITIES, INC. AVALONBAY COMMUNITIES, INC. ASSOCIATES SAVINGS PLAN | ARLINGTON VA | 3,023 | $384.8M | $8.6M |
