Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 181 retirement plans report an interest in this investment, totaling $4.9B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 8 name variants: TRP Retire 2040 A, TRP Retire 2040 K, TRP Retire 2040 B, TRP Retire 2040 C, TRP Retire 2040 J, TRP Retire 2040 D, TRP Retire 2040 Trust, TRP Retire 2040. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THERMO FISHER SCIENTIFIC INC. THERMO FISHER SCIENTIFIC INC. 401(K) RETIREMENT PLAN | PITTSBURGH PA | 52,390 | $10.3B | $1.1B |
| 2 | PIEDMONT HEALTHCARE, INC. PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN | ATLANTA GA | 35,819 | $2.9B | $284.4M |
| 3 | SELECT MEDICAL CORPORATION SELECT MEDICAL CORPORATION 401(K) PLAN | MECHANICSBURG PA | 41,698 | $2.8B | $268.3M |
| 4 | NVIDIA CORPORATION NVIDIA CORPORATION 401(K) PLAN | SANTA CLARA CA | 17,275 | $4.7B | $258.2M |
| 5 | US FOODS, INC. US FOODS 401(K) PLAN | ROSEMONT IL | 27,150 | $2.5B | $250.7M |
| 6 | SYNEOS HEALTH SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN | MORRISVILLE NC | 9,827 | $1.6B | $190.5M |
| 7 | TESLA, INC. TESLA, INC. 401(K) PLAN | AUSTIN TX | 72,376 | $2.5B | $143.3M |
| 8 | TOYOTA INDUSTRIES NORTH AMERICA, INC. TOYOTA INDUSTRIES NORTH AMERICA GROUP ASSOCIATES' 401(K) RETIREMENT PLAN | COLUMBUS IN | 16,222 | $1.4B | $136.0M |
| 9 | O'REILLY AUTOMOTIVE, INC. O'REILLY AUTOMOTIVE, INC. PROFIT SHARING AND SAVINGS PLAN | SPRINGFIELD MO | 80,513 | $1.9B | $132.1M |
| 10 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $121.5M |
