Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 118 retirement plans report an interest in this investment, totaling $1.6B in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $60.4M |
| 2 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $50.3M |
| 3 | ASURION LLC ASURION, LLC 401(K) PLAN | NASHVILLE TN | 8,305 | $733.3M | $45.8M |
| 4 | SOURCEHOV, LLC EXELA 401(K) PLAN | IRVING TX | 4,251 | $338.9M | $38.6M |
| 5 | HFT HOLDINGS, INC. HARBOR FREIGHT TOOLS RETIREMENT SAVINGS PLAN | CALABASAS CA | 21,476 | $368.5M | $38.2M |
| 6 | PROAMPAC HOLDINGS INC. PROAMPAC RETIREMENT PLAN | CINCINNATI OH | 3,957 | $298.6M | $35.9M |
| 7 | MOVEMENT MORTGAGE, LLC MOVEMENT MORTGAGE 401(K) PLAN | INDIAN LAND SC | 3,711 | $333.9M | $34.9M |
| 8 | NORTH AMERICAN LIGHTING, INC. NORTH AMERICAN LIGHTING, INC. COMMAND PLUS PLAN | PARIS IL | 5,170 | $522.4M | $32.9M |
| 9 | MODERN TECHNOLOGY SOLUTIONS INC MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN | ALEXANDRIA VA | 2,134 | $402.2M | $30.1M |
| 10 | INTEGRITY MARKETING GROUP INTEGRITY MARKETING GROUP 401(K) PLAN | DALLAS TX | 4,830 | $268.9M | $28.8M |
