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 $28.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: State ST Intl Indx NL CL C, State ST Intl Indx NL. Counts combine all variants of the same investment.
| # | 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 | $8.1M |
| 2 | THE REINALT-THOMAS CORPORATION DISCOUNT TIRE/AMERICA'S TIRE RETIREMENT PLAN | SCOTTSDALE AZ | 15,665 | $1.4B | $6.0M |
| 3 | HAPAG-LLOYD (AMERICA) LLC HAPAG-LLOYD (AMERICA) LLC SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 964 | $266.1M | $3.3M |
| 4 | BANK OF MARIN BANK OF MARIN 401(K) PLAN | NOVATO CA | 278 | $46.9M | $1.6M |
| 5 | FREEDMAN SEATING COMPANY FREEDMAN SEATING COMPANY 401(K) PLAN | CHICAGO IL | 641 | $30.1M | $1.6M |
| 6 | PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD. PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN | HONOLULU HI | 113 | $23.6M | $1.5M |
| 7 | RIVERVIEW BANCORP INC. RIVERVIEW BANCORP INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | VANCOUVER WA | 230 | $27.2M | $957K |
| 8 | UNITED FEDERAL CREDIT UNION UNITED FEDERAL CREDIT UNION 401(K) PLAN | ST. JOSEPH MI | 672 | $83.9M | $898K |
| 9 | VILLA HEALTHCARE MANAGEMENT, INC THE VILLA HEALTHCARE 401(K) PLAN | LINCOLNWOOD IL | 2,488 | $18.3M | $615K |
| 10 | ORANGE COUNTY BANCORP INC. ORANGE COUNTY BANCORP INC. 401(K)PLAN | MIDDLETOWN NY | 241 | $31.7M | $540K |
