Pooled Separate AccountBased 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 $660.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Large CAP Growth / American Century, Large CAP Growth/american Century. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP. STIFEL FINANCIAL PROFIT SHARING 401(K) PLAN | ST LOUIS MO | 8,303 | $2.3B | $160.7M |
| 2 | AMDOCS, INC. AMDOCS, INC. 401(K) PLAN | ST LOUIS MO | 3,912 | $850.8M | $149.0M |
| 3 | JTEKT NORTH AMERICA CORPORATION JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN | GREENVILLE SC | 4,526 | $450.5M | $58.9M |
| 4 | THE LUTHER HOLDING COMPANY THE LUTHER HOLDING COMPANY SAVINGS PLUS RETIREMENT PLAN | ST. LOUIS PARK MN | 4,114 | $317.0M | $58.9M |
| 5 | FAURECIA USA HOLDINGS, INC. FAURECIA USA HOLDINGS, INC. RETIREMENT SAVINGS | AUBURN HILLS MI | 2,744 | $422.9M | $58.8M |
| 6 | SIKA CORPORATION SIKA CORPORATION 401(K) SAVINGS PLAN | LYNDHURST NJ | 3,380 | $535.8M | $52.3M |
| 7 | ADVICS NORTH AMERICA, INC. ADVICS 401(K) PLAN | LEBANON OH | 1,595 | $173.6M | $25.9M |
| 8 | U.A. LOCAL 13 ANNUITY FUND U.A. LOCAL 13 ANNUITY FUND | ROCHESTER NY | 1,119 | $201.4M | $19.2M |
| 9 | AMDOCS IT SERVICES, LLC AMDOCS IT SERVICES, LLC RETIREMENT SAVINGS 401K PLAN | ST LOUIS MO | 161 | $104.1M | $17.9M |
| 10 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY PLAN | WEST TRENTON NJ | 2,308 | $417.7M | $17.6M |
