Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 30 retirement plans report an interest in this investment, totaling $101.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS MI | 13,542 | $1.1B | $14.7M |
| 2 | SECURIAN FINANCIAL GROUP, INC. SECURIAN FINANCIAL GROUP, INC. PERFORMANCE SHARE PLAN | SAINT PAUL MN | 2,772 | $980.6M | $14.0M |
| 3 | GENUINE MCCARTHY ENTERPRISES, INC. MCCARTHY EMPLOYEE RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,531 | $701.1M | $13.9M |
| 4 | CAMBRIA COMPANY LLC CAMBRIA HOLDINGS 401(K) PROFIT SHARING PLAN | BELLE PLAINE MN | 1,719 | $144.9M | $9.2M |
| 5 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. KNIGHT-SWIFT TRANSPORTATION HOLDINGS, INC. RETIREMENT PLAN | PHOENIX AZ | 31,022 | $1.0B | $7.6M |
| 6 | ADECCO, INC. THE ADECCO GROUP 401(K) PLAN | JACKSONVILLE FL | 64,616 | $874.4M | $6.8M |
| 7 | FOUR SEASONS HOTELS LIMITED PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS RETIREMENT BENEFIT PLAN | — | 16,110 | $978.6M | $6.6M |
| 8 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. KAYNE ANDERSON CAPITAL ADVISORS 401(K) PLAN | LOS ANGELES CA | 345 | $140.7M | $6.5M |
| 9 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC PENSION PLAN | CHARLOTTE NC | 48 | $70.8M | $6.1M |
| 10 | AVERITT EXPRESS, INC. AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN | COOKEVILLE TN | 8,187 | $775.2M | $3.4M |
