Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 77 retirement plans report an interest in this investment, totaling $57.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CARTER BANK & TRUST CARTER BANK & TRUST 401(K) AND PROFIT SHARING PLAN | MARTINSVILLE VA | 689 | $51.0M | $9.6M |
| 2 | KATUN CORPORATION KATUN CORPORATION EMPLOYEE RETIREMENT BENEFIT AND SAVINGS PLAN | MINNEAPOLIS MN | 95 | $32.2M | $3.8M |
| 3 | PROCONEX THE PROCONEX GROUP 401K PLAN | ROYERSFORD PA | 302 | $82.1M | $3.4M |
| 4 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $3.4M |
| 5 | MASSIMO ZANETTI BEVERAGE USA, INC. MASSIMO ZANETTI BEVERAGE USA, INC. 401(K) PLAN | SUFFOLK VA | 566 | $48.2M | $3.1M |
| 6 | MRS. KELLY'S INC. MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN DIEGO CA | 27 | — | $2.6M |
| 7 | BECKHOFF AUTOMATION, LLC BECKHOFF AUTOMATION 401(K) PLAN | SAVAGE MN | 268 | $43.3M | $2.6M |
| 8 | ES OPCO USA LLC VESERIS 401(K) SAVINGS PLAN | AUSTIN TX | 380 | $56.9M | $2.3M |
| 9 | HIRSHFIELD'S, INC. HIRSHFIELD'S, INC. SECTION 401(K) PLAN | MINNEAPOLIS MN | 250 | $31.1M | $2.0M |
| 10 | THRIFTY DRUG STORES INC. THRIFTY DRUG STORES INC. PROFIT SHARING PLAN | MAPLE GROVE MN | 1,350 | $80.3M | $1.9M |
