Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $43.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin/br LG CAP Value CIT TR, Prin/br LG CAP Value CIT N. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL INDEMNITY COMPANY NATIONAL INDEMNITY COMPANY EMPLOYEE RETIREMENT AND SAVINGS PLAN | OMAHA NE | 3,352 | $600.1M | $7.8M |
| 2 | RIDGEVIEW MEDICAL CENTER, INC. RIDGEVIEW MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN | WACONIA MN | 2,522 | $237.7M | $6.8M |
| 3 | YARA NORTH AMERICA, INC. YARA NORTH AMERICA 401(K) SAVINGS PLAN | TAMPA FL | 220 | $76.1M | $3.8M |
| 4 | RUSSELL STOVER CHOCOLATES, LLC LINDT & SPRUNGLI NORTH AMERICA, INC. AND RUSSELL STOVER CHOCOLATES, LLC 401(K) PLAN | KANSAS CITY MO | 1,606 | $90.3M | $3.6M |
| 5 | WARRIOR MET COAL, INC WARRIOR MET COAL, INC. SALARIED 401(K) PLAN | BROOKWOOD AL | 557 | $56.0M | $3.3M |
| 6 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $2.2M |
| 7 | PLUMB SUPPLY COMPANY PLUMB SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | DES MOINES IA | 382 | $54.5M | $1.7M |
| 8 | HOLTEC INTERNATIONAL HOLTEC INTERNATIONAL PROFIT SHARING PLAN AND TRUST | CAMDEN NJ | 1,438 | $136.7M | $1.5M |
| 9 | STEINHAFELS INC. STEINHAFELS INC. PROFIT SHARING 401(K) PLAN | WAUKESHA WI | 597 | $48.0M | $1.3M |
| 10 | WARRIOR MET COAL MINING, LLC. WARRIOR MET COAL MINING, LLC MINE SITE HOURLY 401(K) PLAN | BROOKWOOD AL | 796 | $12.0M | $1.1M |
