Scott Frisch signed AARP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AARP's EIN is 95-1985500.
Download the official 2024 Form 5500 (PDF) for AARP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AARP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT ASSOCIATES LP | — | CHICAGO, IL | NONE | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | NONE | $54K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE BLUE CHIP GROWTH FD T ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 001 | Common Collective Trust | — | — | $117.1M | 11.7% | |
| SSGA S&P 500 INDEX SL SF CL II STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $97.7M | 9.8% | |
| T ROWE PRICE RETIREMENT 2035 FUND T ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $87.4M | 8.8% | |
| T ROWE PRICE RETIREMENT 2030 FUND T ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $85.4M | 8.6% | |
| T ROWE PRICE RETIREMENT 2040 FUND T ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $72.4M | 7.2% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual fund | Other securities | — | — | $60.7M | 6.1% | |
| T ROWE PRICE STABLE VALUE FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $57.5M | 5.8% | |
| T ROWE PRICE RETIREMENT 2045 FUND T ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $56.3M | 5.6% | |
| T ROWE PRICE RETIREMENT 2025 FUND T ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $55.1M | 5.5% | |
| T ROWE PRICE RETIREMENT 2020 FUND T ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $44.9M | 4.5% | |
| T ROWE PRICE RETIREMENT 2050 FUND T ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $34.3M | 3.4% | |
| Vanguard Mid-Cap Value Index fund Mutual fund | Common Collective Trusts | — | — | $29.0M | 2.9% | |
| Baron Growth Fund Mutual fund | Other securities | — | — | $25.1M | 2.5% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $24.9M | 2.5% | |
| US SMALL CAP VALUE EQUITY T ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $20.1M | 2.0% | |
| Arrowstreet International Equity Common collective trust | Common Collective Trusts | — | — | $17.6M | 1.8% | |
| ARROWSTREET INTERN'L EQ ACWI US CIT GLOBAL TRUST COMPANY · EIN 61-6553401 / PN 004 | Common Collective Trust | — | — | $17.6M | 1.8% | |
| T ROWE PRICE RETIREMENT 2055 FUND T ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $17.4M | 1.7% | |
| SSgA US Bond Index Common collective trust | Common Collective Trusts | — | — | $16.8M | 1.7% | |
| STATE STREET US BD INDEX SL CI XIV STATE STREET BAN K & TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $16.8M | 1.7% | |
| Invesco VanKampen Growth & Income Fund Mutual fund | Mutual Funds | — | — | $15.9M | 1.6% | |
| T ROWE PRICE RETIREMENT 2015 FUND T ROWE PRICE TRUST COMPANY · EIN 36-6941654 / PN 001 | Common Collective Trust | — | — | $12.7M | 1.3% | |
| Oppenheimer Developing Markets Fund Mutual fund | Mutual Funds | — | — | $10.2M | 1.0% | |
| Third Avenue Real Estate Value Fund Mutual fund | Other securities | — | — | $8.5M | 0.8% | |
| SSgA Global Equity Ex US Common collective trust | Common Collective Trusts | — | — | $8.3M | 0.8% | |
| STATE STREET GLOBAL CAP EQ US INDEX STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $8.3M | 0.8% | |
| various dates through September 2039 | Other securities | — | — | $6.4M | 0.6% | |
| Notes receivable Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $6.4M | 0.6% | |
| T ROWE PRICE RETIREMENT 2060 FUND T ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.6% | |
| T ROWE PRICE RETIREMENT 2010 FUND T ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.4% | |
| T ROWE PRICE RETIREMENT 2005 FUND T ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| T ROWE PRICE RETIREMENT INCOME FUND T ROWE PRICE TRUST COMPANY · EIN 37-7011316 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.1% | |
| T ROWE PRICE RETIREMENT 2065 FUND T ROWE TRUST COMPANY · EIN 85-7163138 / PN 001 | Common Collective Trust | — | — | $973K | <0.1% | |
| T ROWE PRICE 2020 TRUST INCOME FUND T ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $399K | <0.1% | |
| T. Rowe Price Government Money Mutual fund | Other securities | — | — | $70K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE | 51-1481931 | — | NONE | $143K | — |
