Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $6.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: American Century RET Hybrid 2040 TR, American Century RET Hybrid 2040. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SEKISUI AMERICA CORPORATION SEKISUI AMERICA CORPORATION RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 685 | $73.2M | $3.1M |
| 2 | SEKISUI AMERICA CORPORATION SEKISUI DIAGNOSTICS, LLC 401(K) PLAN | BURLINGTON MA | 355 | $48.1M | $1.8M |
| 3 | WORKFORCE SOLUTIONS, LLC WORKFORCE SOLUTIONS, LLC 401(K) PLAN | BARABOO WI | 247 | $15.5M | $518K |
| 4 | ZURCHER TIRE, INC. BEST-ONE TIRE & SERVICE 401(K) MEP | MONROE IN | 1,768 | $57.2M | $381K |
| 5 | RENFROW BROTHERS, INC. RENFROW BROTHERS INC. 401(K) PLAN | SPARTANBURG SC | 245 | $7.9M | $249K |
| 6 | REEL MEN RENTALS, INC. REEL MEN RENTALS, INC. PENSION TRANSFER TRUST PLAN | SCOTTSDALE AZ | 8 | — | $224K |
| 7 | SBGB, LLC ECIJA-SBGB, LLC RETIREMENT & SAVINGS PLAN | SAN JUAN PR | 25 | — | $99K |
| 8 | SOUTHEAST LAWN CARE, INC. SOUTHEAST LAWN CARE, INC. - PENSION TRANSFER TRUST PLAN | RIDGE SPRING SC | 8 | — | $53K |
| 9 | L. A. SIGNS, INC. L. A. SIGNS, INC. PENSION TRANSFER TRUST PLAN | DOWNEY CA | 7 | — | $41K |
| 10 | AUTO SPA ENTERPRISE, INC. AUTO SPA ENTERPRISE, INC. THE PENSION TRANSFER TRUST PLAN | MAHWAH NJ | 7 | — | $13K |