Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $7.4B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: TRP US MID CAP Value Equity Trust, TRP US Mid-cap Value Equity Trust. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST | BALTIMORE MD | — | $35.2B | $1.1B |
| 2 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2045 TRUST | BALTIMORE MD | — | $28.0B | $938.3M |
| 3 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2035 TRUST | BALTIMORE MD | — | $32.1B | $922.0M |
| 4 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2050 TRUST | BALTIMORE MD | — | $25.6B | $883.2M |
| 5 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST | BALTIMORE MD | — | $35.0B | $830.6M |
| 6 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2055 TRUST | BALTIMORE MD | — | $17.9B | $622.7M |
| 7 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST, T.ROWE PRICE SMALL & MID-CAP CORE TRUST | BALTIMORE MD | — | $1.7B | $465.3M |
| 8 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2025 TRUST | BALTIMORE MD | — | $21.3B | $403.0M |
| 9 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2060 TRUST | BALTIMORE MD | — | $9.9B | $345.9M |
| 10 | T. ROWE PRICE TRUST COMPANY T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2020 TRUST | BALTIMORE MD | — | $10.6B | $181.2M |
