Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $74.5M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | FAULKNER CADILLAC, INC. FAULKNER GROUP 401(K) PLAN | TREVOSE PA | 1,777 | $122.3M | $15.3M |
| 2 | SAM LEMAN I, LLC SAM LEMAN I, LLC 401(K) PLAN | MORTON IL | 385 | $33.7M | $10.4M |
| 3 | POWELL-WATSON MOTORS POWELL-WATSON MOTORS 401(K) PLAN | LAREDO TX | 164 | $6.4M | $6.4M |
| 4 | HOME RUN AUTO GROUP HOME RUN AUTO GROUP 401(K) PLAN | JANESVILLE WI | 168 | $13.2M | $6.1M |
| 5 | RYAN CHEVROLET, LLC RYAN CHEVROLET, LLC 401(K) PLAN | MONROE LA | 95 | $4.5M | $4.4M |
| 6 | AURORA HEALTH MANAGEMENT, LLC AURORA HEALTH MANAGEMENT, LLC 401(K) PLAN | MILLERSVILLE MD | 158 | $5.5M | $4.2M |
| 7 | UEBELHOR AND SONS CHEVROLET UEBELHOR AND SONS CHEVROLET 401(K) PLAN | JASPER IN | 127 | $11.4M | $4.2M |
| 8 | WILLIAM F FENTON, LLC WILLIAM F FENTON, LLC 401(K) PLAN | EAST SWANZEY NH | 170 | $10.9M | $3.4M |
| 9 | RUSSELL & SMITH FORD, INC. RUSSELL & SMITH FORD, INC. 401(K) PLAN | HOUSTON TX | 251 | $10.1M | $3.3M |
| 10 | J C LEWIS MOTOR CO., INC. J C LEWIS MOTOR CO., INC. 401(K) PLAN | POOLER GA | 264 | $15.0M | $3.3M |
