Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $274.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: TRP US Small CAP Value Equity Trust, TRP US Small-cap Value Equity Trust. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MANUFACTURERS AND TRADERS TRUST CO. M & T BANK CORPORATION RETIREMENT SAVINGS PLAN | BUFFALO NY | 22,258 | $5.8B | $116.2M |
| 2 | PUGET SOUND ENERGY, INC. INVESTMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE WA | 3,457 | $1.5B | $51.3M |
| 3 | EMCOR GROUP, INC. |
NORWALK CT |
| 12,965 |
| $1.7B |
| $20.1M |
| 4 | LIVERAMP HOLDINGS, INC. LIVERAMP INC. LIVERAMP HOLDINGS, INC. RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,114 | $608.7M | $14.9M |
| 5 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2040 | LAS VEGAS NV | — | $950.4M | $10.7M |
| 6 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2045 | LAS VEGAS NV | — | $866.5M | $10.7M |
| 7 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2050 | LAS VEGAS NV | — | $789.9M | $10.0M |
| 8 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2035 | LAS VEGAS NV | — | $977.8M | $9.7M |
| 9 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2055 | LAS VEGAS NV | — | $591.8M | $7.6M |
| 10 | GREAT GRAY TRUST COMPANY, LLC T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2030 | LAS VEGAS NV | — | $943.3M | $7.5M |
