Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 168 retirement plans report an interest in this investment, totaling $136.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin/br Russ 2000 I CIT TR, Prin/br Russ 2000 I CIT N. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DEWBERRY ENGINEERS INC. DEWBERRY 401(K)/PROFIT-SHARING PLAN | FAIRFAX VA | 2,662 | $511.3M | $20.7M |
| 2 | CHARLOTTE PIPE AND FOUNDRY COMPANY CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,819 | $284.5M | $7.8M |
| 3 | SUBARU DISTRIBUTORS CORP SUBARU DISTRIBUTORS CORP. RETIREMENT PLAN AND TRUST | ORANGEBURG NY | 458 | $93.7M | $7.6M |
| 4 | NATIONAL INDEMNITY COMPANY NATIONAL INDEMNITY COMPANY EMPLOYEE RETIREMENT AND SAVINGS PLAN | OMAHA NE | 3,352 | $600.1M | $6.9M |
| 5 | RIDGEVIEW MEDICAL CENTER, INC. RIDGEVIEW MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN | WACONIA MN | 2,522 | $237.7M | $5.7M |
| 6 | CRESCENT ELECTRIC SUPPLY COMPANY CRESCENT ELECTRIC SUPPLY COMPANY 401(K) PLAN | EAST DUBUQUE IL | 1,836 | $172.7M | $5.1M |
| 7 | TATA AMERICA INTERNATIONAL CORPORATION TCS 401(K) PLAN | EDISON NJ | 48,941 | $2.4B | $4.0M |
| 8 | MAD ANTHONYS, INC. ANTHONY'S RESTAURANTS PROFIT SHARING PLAN | KIRKLAND WA | 760 | $33.7M | $3.5M |
| 9 | WARRIOR MET COAL, INC WARRIOR MET COAL, INC. SALARIED 401(K) PLAN | BROOKWOOD AL | 557 | $56.0M | $3.1M |
| 10 | CHEVRON FEDERAL CREDIT UNION CHEVRON FEDERAL CREDIT UNION 401(K) PLAN | CONCORD CA | 353 | $76.6M | $3.1M |
