Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $660.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 9 name variants: TRP RET Blend 2025 B, TRP RET Blend 2025 A, TRP RET Blend 2025 Trust A, TRP RET Blend 2025 C, TRP RET Blend 2025 D, TRP RET Blend 2025 Trust, TRP RET Blend 2025 J, TRP RET Blend 2025 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 | $126.9M |
| 2 | GAP INC. GAPSHARE 401(K) PLAN | SAN FRANCISCO CA | 68,283 | $2.6B | $126.3M |
| 3 | DISH NETWORK CORPORATION DISH NETWORK CORPORATION 401(K) PLAN | ENGLEWOOD CO | 11,903 | $1.6B | $49.5M |
| 4 | CADENCE BANK CADENCE 401(K) PROFIT-SHARING PLAN | TUPELO MS | 5,423 | $817.1M | $35.8M |
| 5 | W.R. GRACE & CO. W.R. GRACE & CO. SAVINGS PLAN MASTER TRUST | COLUMBIA MD | — | $840.7M | $34.1M |
| 6 | AVIENT CORPORATION AVIENT RETIREMENT SAVINGS PLAN | AVON LAKE OH | 3,116 | $678.2M | $34.1M |
| 7 | AFLAC INCORPORATED AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING PLAN | COLUMBUS GA | 5,776 | $1.1B | $31.0M |
| 8 | GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL MT | 3,535 | $537.9M | $21.1M |
| 9 | ROCKET SOFTWARE, INC. ROCKET SOFTWARE, INC. 401(K) PLAN | WALTHAM MA | 1,230 | $275.6M | $20.5M |
| 10 | HIGGINBOTHAM INSURANCE AGENCY, INC. HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST | FORT WORTH TX | 3,647 | $169.2M | $16.7M |
