Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 115 retirement plans report an interest in this investment, totaling $134.0M 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 | $8.2M |
| 2 | S&ME, INC. S&ME, INC. 401(K) PLAN | RALEIGH NC | 1,041 | $117.9M | $6.4M |
| 3 | SOURCEHOV, LLC EXELA 401(K) PLAN | IRVING TX | 4,251 | $338.9M | $6.4M |
| 4 | HYDRITE CHEMICAL CO. CHEMICAL EMPLOYEES' 401(K) PLAN | BROOKFIELD WI | 1,015 | $268.9M | $5.8M |
| 5 | WOODFOREST FINANCIAL GROUP, INC. WOODFOREST FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | THE WOODLANDS TX | 4,374 | $498.6M | $5.5M |
| 6 | ATLAS ROOFING CORPORATION ATLAS ROOFING CORPORATION 401(K) PROFIT SHARING PLAN | MERIDIAN MS | 1,603 | $196.1M | $5.0M |
| 7 | MILLER & LONG CO., INC. MILLER & LONG EMPLOYEES COMBINED RETIREMENT PLAN | BETHESDA MD | 734 | $63.4M | $4.4M |
| 8 | ACCELERATE360 DISTRIBUTION, LLC ACCELERATE360 DISTRIBUTION, LLC 401(K) PLAN | FORTMILL SC | 1,251 | $75.9M | $4.1M |
| 9 | AVEANNA HEALTHCARE AVEANNA HEALTHCARE 401(K) PLAN | ATLANTA GA | 26,661 | $234.3M | $3.8M |
| 10 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $3.4M |
