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 $11.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BOART LONGYEAR COMPANY BOART LONGYEAR COMPANY 401(K) SAVINGS PLAN | WEST VALLEY UT | 1,032 | $145.6M | $2.0M |
| 2 | CMG MORTGAGE, INC. DBA CMG FINANCIAL CMG FINANCIAL 401(K) PLAN | SAN RAMON CA | 3,748 | $163.5M | $1.5M |
| 3 | INTERMED, P A INTERMED, P.A. 401(K) & PROFIT SHARING PLAN |
SOUTH PORTLAND ME |
| 1,091 |
| $196.3M |
| $1.4M |
| 4 | PHINIA INC. PHINIA INC. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 454 | $183.4M | $1.3M |
| 5 | COMMUNITY HOSPITAL CORPORATION COMMUNITY HOSPITAL CORPORATION EMPLOYEES' 401(K) PLAN | PLANO TX | 4,193 | $80.5M | $995K |
| 6 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $685K |
| 7 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN | LONGVIEW WA | 320 | $85.6M | $500K |
| 8 | WHELAN SECURITY MANAGEMENT COMPANY INC. GARDAWORLD SECURITY SERVICES U.S. 401(K) PLAN | SAINT LOUIS MO | 56,931 | $25.6M | $462K |
| 9 | DENMAR TECHNICAL SERVICES, INC. DENMAR TECHNICAL SERVICES, INC. PROFIT SHARING PLAN | RENO NV | 69 | — | $440K |
| 10 | PREMIER FINANCIAL CORP PREMIER FINANCIAL CORP. 401(K) EMPLOYEE SAVINGS PLAN | DEFIANCE OH | 978 | $100.0M | $330K |
