DFX Intelligence

Allocator Intelligence

T Rowe Price Associates Inc

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79 more Schedule C rows and 5 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

2 allocators

Other roles

3 allocators

Schedule C rows

82 rows, $41.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
COX Enterprises, Inc. Pension Plan202428 50 51 68NONE$2.2M
The Bank of America Pension Plan202428 50 51NONE$2.1M
Nextera Energy, Inc. Employee Pension Plan202428 51NONE$1.9M

+79 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed

  • Dec 31, 2024Manager relationship startedUSG Corporation Retirement Plan
    T Rowe Price Associates, Inc. appears on USG Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with T Rowe Price Associates Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started3m Employee Retirement Income Plan
    T. Rowe Price Associates, Inc. appears on 3m Employee Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with T Rowe Price Associates Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedCOX Enterprises, Inc. Pension Plan
    T. Rowe Price Associates, Inc. appears on COX Enterprises, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with T Rowe Price Associates Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceCaleres, Inc. Retirement Plan
    T Rowe no longer appears on Caleres, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with T Rowe Price Associates Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceUnion Carbide Employees' Pension Plan
    T Rowe Price Associates Inc. no longer appears on Union Carbide Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with T Rowe Price Associates Incaskebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.