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 $2.0B in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE WA | 58,257 | $4.3B | $437.0M |
| 2 | BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST | KANSAS CITY MO | 27,660 | $7.5B | $297.6M |
| 3 | TRUSTEES OF THE ROCKY MOUNTAIN UFCW PENSION PLAN C/O ZENITH AMERICAN S ROCKY MOUNTAIN UFCW UNIONS AND EMPLOYERS RETAIL AND MEAT PENSION PLAN | ARVADA CO | 38,650 | $1.3B | $188.0M |
| 4 | BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY BOILERMAKERS NATIONAL ANNUITY TRUST | KANSAS CITY MO | 27,657 | $1.3B | $170.0M |
| 5 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $121.4M |
| 6 | KINDER MORGAN, INC. KINDER MORGAN SAVINGS PLAN | HOUSTON TX | 10,966 | $2.9B | $106.3M |
| 7 | TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A. PLUMBERS' PENSION FUND, LOCAL 130, U.A. | CHICAGO IL | 3,098 | $1.7B | $99.4M |
| 8 | PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATING THE GENERAL PENSION PLAN OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS | WASHINGTON DC | 2,198 | $1.2B | $73.9M |
| 9 | TRUSTEES OF THE UFCW INTERNATIONAL UNION - INDUSTRY VARIABLE ANNUITY P UFCW INTERNATIONAL UNION-INDUSTRY VARIABLE ANNUITY PENSION PLAN | OAK BROOK IL | 41,671 | $228.0M | $70.9M |
| 10 | THE TRUSTEES OF THE WISCONSIN LABORERS' HEALTH FUND WISCONSIN LABORERS HEALTH FUND | DEFOREST WI | 5,960 | $359.9M | $63.4M |
