Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $134.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PUGET SOUND ENERGY, INC. INVESTMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE WA | 3,457 | $1.5B | $48.7M |
| 2 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2040 | LAS VEGAS NV | — | $950.4M | $12.9M |
| 3 | GREAT GRAY TRUST COMPANY, LLC |
LAS VEGAS NV |
| — |
| $866.5M |
| $12.6M |
| 4 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2035 | LAS VEGAS NV | — | $977.8M | $12.0M |
| 5 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2050 | LAS VEGAS NV | — | $789.9M | $11.7M |
| 6 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2030 | LAS VEGAS NV | — | $943.3M | $9.6M |
| 7 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2055 | LAS VEGAS NV | — | $591.8M | $8.8M |
| 8 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2060 | LAS VEGAS NV | — | $349.4M | $5.2M |
| 9 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2025 | LAS VEGAS NV | — | $563.6M | $4.6M |
| 10 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2065 | LAS VEGAS NV | — | $137.5M | $2.0M |
