Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $14.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $4.0M |
| 2 | AMERICAN LEARNING SYSTEMS, INC. AMERICAN LEARNING SYSTEMS SAVINGS PLAN | PLANTATION FL | 851 | $42.8M | $3.1M |
| 3 | M3 ACCOUNTING SERVICES, INC. |
LAWRENCEVILLE GA |
| 235 |
| $23.1M |
| $1.6M |
| 4 | INTERSTATE FOAM & SUPPLY, INC. INTERSTATE FOAM & SUPPLY RET SAVINGS PLAN | CONOVER NC | 447 | $8.0M | $1.2M |
| 5 | FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION, INC FAHEF, INC. 401(K) PLAN | FAYETTEVILLE NC | 141 | $12.1M | $714K |
| 6 | ENGINEERING SERVICES NETWORK, INC. ESN 401(K) PLAN | WOODBRIDGE VA | 246 | $16.7M | $586K |
| 7 | PROFESSIONAL PERFORMANCE DEVELOPMENT GROUP, INC. PROFESSIONAL PERFORMANCE DEVELOPMENT GROUP, INC. 401(K) PLAN | SAN ANTONIO TX | 221 | $9.5M | $406K |
| 8 | EAGLE AVIATION COLUMBIA, LLC EAGLE AVIATION COLUMBIA, LLC 401(K) PROFIT SHARING PLAN | WEST COLUMBIA SC | 96 | $6.4M | $406K |
| 9 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST | RANDOLPH MA | 126 | $29.0M | $399K |
| 10 | HISSONG GROUP, INC. HISSONG GROUP, INC. & SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | BATH OH | 198 | $10.3M | $346K |
