Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 104 retirement plans report an interest in this investment, totaling $266.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC SUCCESSWISE POOLED EMPLOYER PLAN | SHREWSBURY NJ | 69,288 | $1.5B | $144.5M |
| 2 | THE SAVE MART COMPANIES SAVE MART COMPANIES RETIREMENT SAVINGS PLAN | MODESTO CA | 11,855 | $993.0M | $28.0M |
| 3 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $23.9M |
| 4 | EVERWISE CREDIT UNION EVERWISE CREDIT UNION 401(K) PLAN | SOUTH BEND IN | 739 | $94.1M | $7.0M |
| 5 | DS ADMIRAL BIDCO, LLC DBA TAXWELL TAXWELL 401(K) PLAN | FRANKLIN NC | 957 | $69.5M | $5.3M |
| 6 | APOGEE ENTERPRISES, INC. APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 3,614 | $497.1M | $5.3M |
| 7 | FAIRBANKS SCALES INC. FAIRBANKS SCALES INC. 401(K) PLAN | OVERLAND PARK KS | 483 | $40.3M | $4.9M |
| 8 | QUALITY CARRIERS, INC. QUALITY CARRIERS, INC. 401(K) PLAN | TAMPA FL | 3,724 | $52.2M | $3.7M |
| 9 | RM ACQUISITION, LLC RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN | BOISE ID | 80 | $31.5M | $3.4M |
| 10 | PIEPER-OLSON VET HOSPITAL, LLC PIEPER-OLSON VET HOSPITAL EMPLOYEES PLAN | MIDDLETOWN CT | 989 | $25.5M | $3.1M |
