Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 74 retirement plans report an interest in this investment, totaling $115.4M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WILKS BROTHERS, LLC WILKS BROTHERS, LLC 401(K) PLAN | CISCO TX | 985 | $68.2M | $5.2M |
| 2 | TSG CENNOX, LLC TSG CENNOX, LLC 401(K) PLAN | ALPHARETTA GA | 628 | $27.4M | $4.3M |
| 3 | DUCKS UNLIMITED, INC. DUCKS UNLIMITED, INC. 401(K) PLAN | MEMPHIS TN | 835 | $185.5M | $4.2M |
| 4 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $3.7M |
| 5 | FUSION MANAGEMENT SERVICES LLC FUSION 401(K) PLAN | ATLANTA GA | 347 | $77.4M | $3.4M |
| 6 | UNITED COMMUNITY & FAMILY SERVICES, INC. UNITED COMMUNITY & FAMILY SERVICES, INC. 401(K) PLAN | NORWICH CT | 343 | $33.8M | $3.3M |
| 7 | B & F MACHINE CO INC B & F MACHINE CO INC 401(K) PROFIT SHARING PLAN | NEW BRITAIN CT | 228 | $20.6M | $3.2M |
| 8 | LANE GORMAN TRUBITT, LLC LANE GORMAN TRUBITT, LLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 131 | $25.4M | $2.6M |
| 9 | STONEMOR INC DBA EVERSTORY PARTNERS EVERSTORY PARTNERS RETIREMENT PLAN | ALTAMONTE SPRINGS FL | 2,262 | $39.8M | $2.5M |
| 10 | ADAMS BANK & TRUST ADAMS BANK & TRUST 401(K) PLAN | OGALLALA NE | 235 | $34.3M | $2.2M |
