Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 36 retirement plans report an interest in this investment, totaling $18.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CASK NX LLC CASK NX LLC 401(K) PLAN | SAN DIEGO CA | 262 | $24.9M | $2.8M |
| 2 | GREEN KEY OF DELAWARE LLC GREEN KEY 401(K) PLAN | NEW YORK NY | 292 | $20.8M | $1.8M |
| 3 | THE PHIA GROUP, LLC THE PHIA GROUP, LLC 401(K) PLAN | CANTON MA | 208 | $12.6M | $1.5M |
| 4 | DOMINION DIAGNOSTICS, LLC DOMINION DIAGNOSTICS, LLC 401(K) PLAN | NORTH KINGSTOWN RI | 357 | $28.1M | $1.3M |
| 5 | DUKE AERIAL, INC. DUKE AERIAL, INC. 401(K) PLAN | ATLANTIC IA | 273 | $17.0M | $1.2M |
| 6 | THE SYSTEMS GROUP THE SYSTEMS GROUP 401(K) AND PROFIT SHARING PLAN | EL DORADO AR | 1,052 | $23.6M | $1.0M |
| 7 | HEWSON & VAN HELLEMONT, P.C. HEWSON & VAN HELLEMONT, P.C. 401(K) PROFIT SHARING PLAN | SOUTHFIELD MI | 94 | $14.2M | $932K |
| 8 | DEM-CON COMPANIES, LLC DEM-CON COMPANIES 401(K) PLAN | SHAKOPEE MN | 214 | $13.9M | $846K |
| 9 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES SAVINGS PLAN FOR UNION HOURLY EMPLOYEES | FORT WASHINGTON PA | 172 | $16.7M | $796K |
| 10 | SENIOR LIVING VII OPERATOR HOLDINGS, LLC SEDGEBROOK/MONARCH 401(K) PLAN | NAPERVILLE IL | 663 | $16.3M | $786K |
