Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $151.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ATRIA WEALTH SOLUTIONS, INC. ATRIA WEALTH SOLUTIONS 401(K) PLAN | NEW YORK NY | 599 | $57.0M | $56.4M |
| 2 | F & A FEDERAL CREDIT UNION F & A FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | MONTEREY PARK CA | 110 | $21.2M | $20.6M |
| 3 | WORLD CLASS INDUSTRIES INC. WORLD CLASS INDUSTRIES INC EMPLOYEE'S PS 401(K) PLAN | HIAWATHA IA | 241 | $28.8M | $15.0M |
| 4 | MIDWEST MEDICAL CENTER MIDWEST MEDICAL CENTER 401(K) PLAN | GALENA IL | 265 | $17.4M | $8.8M |
| 5 | SIGNCRAFT SCREENPRINT, INC. SIGNCRAFT SCREENPRINT, INC. 401(K) PLAN | GALENA IL | 125 | $10.6M | $7.5M |
| 6 | TWO RIVERS FINANCIAL GROUP INC. TWO RIVERS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | BURLINGTON IA | 159 | $23.3M | $7.4M |
| 7 | GUTTENBERG INDUSTRIES, INC. GUTTENBERG INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | GARNAVILLO IA | 86 | $8.6M | $6.9M |
| 8 | LEEPFROG TECHNOLOGIES, INC. LEEPFROG TECHNOLOGIES, INC. 401(K) PLAN | CORALVILLE IA | 139 | $13.9M | $6.9M |
| 9 | NEW HOPE VILLAGE NEW HOPE VILLAGE 401(K) PLAN | CARROLL IA | 307 | $10.8M | $6.3M |
| 10 | STONEHILL FRANCISCAN SERVICES STONEHILL FRANCISCAN SERVICES 401(K) RETIREMENT PLAN | DUBUQUE IA | 261 | $11.2M | $5.0M |
