Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 94 retirement plans report an interest in this investment, totaling $70.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin/multi SM CAP CIT TR, Prin/multi SM CAP 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 | $22.9M |
| 2 | MSCI INC. MSCI INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,191 | $430.1M | $6.7M |
| 3 | ARIZONA CARDINALS FOOTBALL CLUB LLC ARIZONA CARDINALS FOOTBALL CLUB 401(K) RETIREMENT PLAN | TEMPE AZ | 512 | $74.8M | $4.7M |
| 4 | PENSKE MOTOR GROUP, LLC PENSKE MOTOR GROUP, LLC 401(K) SAVINGS PLAN | EL MONTE CA | 961 | $164.1M | $2.9M |
| 5 | TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR 401K FLEXIBLE SAVINGS PLAN | ST PAUL MN | 421 | $71.5M | $2.7M |
| 6 | DEWBERRY ENGINEERS INC. DEWBERRY 401(K)/PROFIT-SHARING PLAN | FAIRFAX VA | 2,662 | $511.3M | $2.7M |
| 7 | DAKOTA SUPPLY GROUP, INC. DAKOTA SUPPLY GROUP, INC. 401(K) PLAN | PLYMOUTH MN | 1,035 | $77.6M | $2.2M |
| 8 | SMC, LTD. SMC RETIREMENT PLAN | SOMERSET WI | 1,447 | $78.9M | $2.1M |
| 9 | MIDWEST HARDWOOD COMPANY LLC MIDWEST HARDWOOD COMPANY 401(K) PLAN | MAPLE GROVE MN | 571 | $26.4M | $1.9M |
| 10 | STEINHAFELS INC. STEINHAFELS INC. PROFIT SHARING 401(K) PLAN | WAUKESHA WI | 597 | $48.0M | $1.7M |
