Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $137.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: TRP U S Small CAP Index Trust Fund, TRP U S Small CAP Index Trust. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2040 | LAS VEGAS NV | — | $950.4M | $20.6M |
| 2 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2045 | LAS VEGAS NV | — | $866.5M | $20.6M |
| 3 | GREAT GRAY TRUST COMPANY, LLC |
LAS VEGAS NV |
| — |
| $789.9M |
| $19.2M |
| 4 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2035 | LAS VEGAS NV | — | $977.8M | $18.8M |
| 5 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2055 | LAS VEGAS NV | — | $591.8M | $14.5M |
| 6 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2030 | LAS VEGAS NV | — | $943.3M | $14.5M |
| 7 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2060 | LAS VEGAS NV | — | $349.4M | $8.6M |
| 8 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2025 | LAS VEGAS NV | — | $563.6M | $7.0M |
| 9 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2065 | LAS VEGAS NV | — | $137.5M | $3.4M |
| 10 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2020 | LAS VEGAS NV | — | $260.2M | $3.0M |
