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 $156.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PHINIA INC. PHINIA INC. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 454 | $183.4M | $17.1M |
| 2 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $17.0M |
| 3 | INTERMED, P A INTERMED, P.A. 401(K) & PROFIT SHARING PLAN |
SOUTH PORTLAND ME |
| 1,091 |
| $196.3M |
| $12.7M |
| 4 | PREMIER FINANCIAL CORP PREMIER FINANCIAL CORP. 401(K) EMPLOYEE SAVINGS PLAN | DEFIANCE OH | 978 | $100.0M | $12.2M |
| 5 | BOART LONGYEAR COMPANY BOART LONGYEAR COMPANY 401(K) SAVINGS PLAN | WEST VALLEY UT | 1,032 | $145.6M | $11.3M |
| 6 | CMG MORTGAGE, INC. DBA CMG FINANCIAL CMG FINANCIAL 401(K) PLAN | SAN RAMON CA | 3,748 | $163.5M | $10.4M |
| 7 | MAVENIR SYSTEMS, INC. MAVENIR SYSTEMS, INC. 401(K) RETIREMENT PLAN | RICHARDSON TX | 259 | $208.5M | $9.3M |
| 8 | ORIX CORPORATION USA ORIX CORPORATION USA SAVINGS AND INVESTMENT PLAN | DALLAS TX | 1,252 | $315.2M | $9.2M |
| 9 | DENMAR TECHNICAL SERVICES, INC. DENMAR TECHNICAL SERVICES, INC. PROFIT SHARING PLAN | RENO NV | 69 | — | $7.7M |
| 10 | COMMUNITY HOSPITAL CORPORATION COMMUNITY HOSPITAL CORPORATION EMPLOYEES' 401(K) PLAN | PLANO TX | 4,193 | $80.5M | $7.0M |
