Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 33 retirement plans report an interest in this investment, totaling $23.4M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | LEGACY HEALTHCARE FINANCIAL SERVICES, LLC LEGACY HEALTHCARE 401(K) RETIREMENT PLAN | SKOKIE IL | 6,840 | $104.8M | $2.5M |
| 2 | OLS HOTELS & RESORTS, LLC OLS HOTELS & RESORTS LLC 401(K) PLAN | ENCINO CA | 1,454 | $26.5M | $2.2M |
| 3 | LEE & HAYES, P.C. LEE & HAYES 401(K) PLAN | SPOKANE WA | 132 | $28.2M | $1.8M |
| 4 | SACRED HEART SCHOOLS, INC. SACRED HEART SCHOOLS, INC. 401(K) PLAN | LOUISVILLE KY | 293 | $21.4M | $1.7M |
| 5 | HOWARD F&C MANAGEMENT GROUP, LLC 401(K) PLAN FOR EMPLOYEES OF HOWARD F & C MANAGEMENT GROUP, LLC | ORLANDO FL | 211 | $14.2M | $1.6M |
| 6 | J.A. CROSON, LLC J.A. CROSON, LLC 401(K) PROFIT SHARING PLAN | SORRENTO FL | 198 | $4.1M | $1.6M |
| 7 | MOHENIS SERVICES, INC. YOUR LINEN SERVICES, 401(K) PLAN | PETERSBURG VA | 807 | $12.7M | $1.5M |
| 8 | FAIRFIELD-MAXWELL LTD. FAIRFIELD RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 57 | $37.1M | $1.4M |
| 9 | KETTLE CUISINE, LLC KETTLE CUISINE, LLC 401(K) SAVINGS PLAN | LYNN MA | 1,152 | $40.3M | $1.4M |
| 10 | MACFARMS, LLC MACFARMS OF HAWAII 401(K) PROFIT SHARING PLAN | CAPTAIN COOK HI | 134 | $5.0M | $1.3M |
