Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $43.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: TRP Retire BAL A, TRP Retire BAL C, TRP Retire BAL B, TRP Retire BAL K. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | US FOODS, INC. US FOODS 401(K) PLAN | ROSEMONT IL | 27,150 | $2.5B | $11.9M |
| 2 | LAND O'LAKES, INC. LAND O'LAKES, INC. EMPLOYEE SAVINGS AND SUPPLEMENTAL RETIREMENT PLAN | ARDEN HILLS MN | 7,358 | $2.0B | $9.0M |
| 3 | ODP INTERNATIONAL, LLC THE ODP CORPORATION RETIREMENT SAVINGS PLAN | BOCA RATON FL | 16,819 | $1.3B | $5.4M |
| 4 | HATTIESBURG CLINIC, P.A. HATTIESBURG CLINIC P. A. SAVINGS PLAN | HATTIESBURG MS | 2,584 | $402.2M | $4.5M |
| 5 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $4.0M |
| 6 | SCIENTIFIC GAMES, LLC SCIENTIFIC GAMES, LLC 401(K) PLAN | ALPHARETTA GA | 1,775 | $238.5M | $1.8M |
| 7 | GREAT LAKES DREDGE & DOCK COMPANY, LLC GREAT LAKES DREDGE & DOCK COMPANY, LLC 401(K) SAVINGS PLAN | HOUSTON TX | 389 | $217.3M | $1.6M |
| 8 | TIDI PRODUCTS, LLC TIDI PRODUCTS, LLC INCENTIVE SAVINGS PLAN | NEENAH WI | 529 | $73.5M | $1.4M |
| 9 | TOYOTA INDUSTRIES NORTH AMERICA, INC. TOYOTA INDUSTRIES NORTH AMERICA GROUP ASSOCIATES' 401(K) RETIREMENT PLAN | COLUMBUS IN | 16,222 | $1.4B | $822K |
| 10 | MEDICAL PROFESSIONAL MUTUAL INSURANCE COMPANY COVERYS 401(K) RETIREMENT PLAN | BOSTON MA | 514 | $186.5M | $733K |
