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Original filing (PDF)20251014122412NAL0002753873001
PLANNED SYSTEMS INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
PLANNED SYSTEMS INTERNATIONAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,298
Accounts w/ balance
1,745
Plan assets (EOY)
$106.9M
Net assets (EOY)
$106.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
275 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 155% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANNED SYSTEMS INTERNATIONAL, INC..
Plan sponsor
Name
PLANNED SYSTEMS INTERNATIONAL, INC.
EIN
52-1576690
Address
10632 LITTLE PATUXENT PKWY STE 200 · COLUMBIA, MD · 21044
Phone
(703) 810-3007
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $163K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $37K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SC&H ATTEST SERVICES PC | — | SPARKS, MD | AUDITOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $47K | — |
Investments
268 direct securities · 13 pooled funds· $111.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$58.3M
13 holdings
Uncategorized
$53.6M
268 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $17.3M | 16.2% | |
| T.ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $14.7M | 13.8% | |
| T.ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.9M | 4.6% | |
| T.ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.5% | |
| T.ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.8% | |
| T.ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.7% | |
| T.ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.7% | |
| T.ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.4% | |
| TRP GROWTH STOCK TRUST | — | — | — | $2.4M | 2.3% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $2.4M | 2.3% | |
| MFS INTERNATIONAL EQUITY FUND CL U GREAT GRAY · EIN 38-7275347 / PN 784 | Common Collective Trust | — | — | $1.9M | 1.8% | |
| TRP BOND TRUST I | — | — | — | $1.7M | 1.6% | |
| TRP EQUITY INDEX TRUST | — | — | — | $1.6M | 1.5% | |
| T.ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.5% | |
| TRP GROWTH STOCK TRUST | — | — | — | $1.5M | 1.4% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $1.5M | 1.4% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $1.2M | 1.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $1.1M | 1.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $1.1M | 1.0% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $1.0M | 1.0% | |
| TRP EQUITY INDEX TRUST | — | — | — | $1.0M | 0.9% | |
| TRP REAL ASSETS TRUST I | — | — | — | $978K | 0.9% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $883K | 0.8% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $740K | 0.7% | |
| TRP BOND TRUST I | — | — | — | $738K | 0.7% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $736K | 0.7% | |
| TRP GROWTH STOCK TRUST | — | — | — | $735K | 0.7% | |
| T.ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $716K | 0.7% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $708K | 0.7% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $659K | 0.6% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $644K | 0.6% | |
| TRP REAL ASSETS TRUST I | — | — | — | $626K | 0.6% | |
| TRP GROWTH STOCK TRUST | — | — | — | $616K | 0.6% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $609K | 0.6% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $603K | 0.6% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $589K | 0.6% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $557K | 0.5% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $502K | 0.5% | |
| TRP EQUITY INDEX TRUST | — | — | — | $501K | 0.5% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $499K | 0.5% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $463K | 0.4% | |
| TRP GROWTH STOCK TRUST | — | — | — | $461K | 0.4% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $440K | 0.4% | |
| TRP GROWTH STOCK TRUST | — | — | — | $438K | 0.4% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $434K | 0.4% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $433K | 0.4% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $425K | 0.4% | |
| TRP BOND TRUST I | — | — | — | $422K | 0.4% | |
| TRP EQUITY INDEX TRUST | — | — | — | $413K | 0.4% | |
| TRP BOND TRUST I | — | — | — | $411K | 0.4% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $397K | 0.4% | |
| TRP GROWTH STOCK TRUST | — | — | — | $395K | 0.4% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $387K | 0.4% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $378K | 0.4% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $372K | 0.3% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $368K | 0.3% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $352K | 0.3% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $349K | 0.3% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $340K | 0.3% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $333K | 0.3% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $315K | 0.3% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $314K | 0.3% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $313K | 0.3% | |
| TRP EQUITY INDEX TRUST | — | — | — | $307K | 0.3% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $305K | 0.3% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $305K | 0.3% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $300K | 0.3% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $300K | 0.3% | |
| TRP EQUITY INDEX TRUST | — | — | — | $300K | 0.3% | |
| TRP HIGH YIELD TRUST | — | — | — | $295K | 0.3% | |
| TRP REAL ASSETS TRUST I | — | — | — | $293K | 0.3% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $290K | 0.3% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $269K | 0.3% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $267K | 0.2% | |
| TRP EQUITY INDEX TRUST | — | — | — | $265K | 0.2% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $263K | 0.2% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $258K | 0.2% | |
| TRP NEW HORIZONS TRUST | — | — | — | $258K | 0.2% | |
| TRP US TREASURY MM TRUST | — | — | — | $250K | 0.2% | |
| TRP REAL ASSETS TRUST I | — | — | — | $247K | 0.2% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $236K | 0.2% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $228K | 0.2% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $221K | 0.2% | |
| TRP BOND TRUST I | — | — | — | $216K | 0.2% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $216K | 0.2% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $215K | 0.2% | |
| TRP GROWTH STOCK TRUST | — | — | — | $214K | 0.2% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $212K | 0.2% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $209K | 0.2% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $199K | 0.2% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $193K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $190K | 0.2% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $190K | 0.2% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $188K | 0.2% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $187K | 0.2% | |
| TRP REAL ASSETS TRUST I | — | — | — | $180K | 0.2% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $179K | 0.2% | |
| TRP REAL ASSETS TRUST I | — | — | — | $177K | 0.2% | |
| TRP NEW HORIZONS TRUST | — | — | — | $171K | 0.2% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $169K | 0.2% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $165K | 0.2% | |
| TRP REAL ASSETS TRUST I | — | — | — | $157K | 0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $156K | 0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $151K | 0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $150K | 0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $150K | 0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $150K | 0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $148K | 0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $146K | 0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $145K | 0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $142K | 0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $138K | 0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $132K | 0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $130K | 0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $127K | 0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $117K | 0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $112K | 0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $111K | 0.1% | |
| TRP BOND TRUST I | — | — | — | $109K | 0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $109K | 0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $106K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $106K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $104K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $103K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $101K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $100K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $98K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $98K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $97K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $96K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $95K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $92K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $91K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $91K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $90K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $89K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $89K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $89K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $88K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $87K | <0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $86K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $86K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $85K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $81K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $80K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $79K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $78K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $77K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $77K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $77K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $73K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $71K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $71K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $66K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $64K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $63K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $63K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $62K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $61K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $60K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $60K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $58K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $58K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $55K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $55K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $54K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $54K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $50K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $50K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $50K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $50K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $48K | <0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $46K | <0.1% | |
| TRP GROWTH STOCK TRUST | — | — | — | $46K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $46K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $44K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $43K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $41K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $41K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $40K | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $39K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $39K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $37K | <0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $34K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $33K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $33K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $32K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $31K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $31K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $30K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $30K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $30K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $30K | <0.1% | |
| TRP BOND TRUST I | — | — | — | $28K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $28K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $27K | <0.1% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $26K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $25K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $24K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $24K | <0.1% |
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POMEROY TECHNOLOGIES LLC RETIREMENT SAVINGS PLAN
$109.3M · 1,286 participants
NCINO, INC.
NCINO, INC. 401(K) PLAN
$110.3M · 1,363 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B