Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $963.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: TRP Retirement Blend 2040 Trust, TRP Retirement Blend 2040 D, TRP Retirement Blend 2040 Trust A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GARMIN INTERNATIONAL, INC. GARMIN INTERNATIONAL, INC. RETIREMENT PLAN | OLATHE KS | 7,390 | $2.2B | $312.9M |
| 2 | CLEVELAND-CLIFFS INC. CLEVELAND-CLIFFS INC. DEFINED CONTRIBUTION PLAN MASTER TRUST | CLEVELAND OH | — | $4.7B | $245.9M |
| 3 | GRANITE CONSTRUCTION INCORPORATED GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN | WATSONVILLE CA | 3,412 | $819.4M | $79.1M |
| 4 | COSTAR REALTY INFORMATION, INC. COSTAR REALTY INFORMATION, INC. 401(K) RETIREMENT PLAN | ARLINGTON VA | 5,808 | $752.9M | $73.2M |
| 5 | CRAWFORD & COMPANY CRAWFORD & COMPANY SAVINGS & INVESTMENT PLAN | PEACHTREE CORNERS GA | 3,912 | $592.5M | $41.4M |
| 6 | CURO HEALTH SERVICES, LLC GENTIVA 401(K) PLAN | ATLANTA GA | 16,247 | $301.1M | $34.9M |
| 7 | ORLANDO HEALTH, INC. ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A | ORLANDO FL | 10,132 | $458.0M | $28.4M |
| 8 | ELEKTA, INC. ELEKTA, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 825 | $337.5M | $23.8M |
| 9 | WAGMAN, INC. THE PROFIT SHARING AND RETIREMENT PLAN OF WAGMAN, INC. | YORK PA | 576 | $93.5M | $13.0M |
| 10 | SMITH, GAMBRELL & RUSSELL, LLP SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN | ATLANTA GA | 524 | $266.4M | $11.6M |
