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 $15.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PF CONSUMER HEALTHCARE B.V. (PUERTO RICO OPERATIONS) LLC HALEON PUERTO RICO 401(K) PLAN | WARREN NJ | 847 | $48.9M | $2.0M |
| 2 | GLOBAL TRUST COMPANY STATE STREET GTC 2037 RETIREMENT INCOME BUILDER FUND II | WOBURN MA | — | $4.5M | $1.4M |
| 3 | GLOBAL TRUST COMPANY STATE STREET GTC 2034 RETIREMENT INCOME BUILDER FUND II | WOBURN MA | — | $4.9M | $1.4M |
| 4 | GLOBAL TRUST COMPANY STATE STREET GTC 2046 RETIREMENT INCOME BUILDER FUND II | WOBURN MA | — | $3.5M | $1.2M |
| 5 | GLOBAL TRUST COMPANY STATE STREET GTC IN-RETIREMENT FUND RKT II | WOBURN MA | — | $10.5M | $1.1M |
| 6 | GLOBAL TRUST COMPANY STATE STREET GTC 2043 RETIREMENT INCOME BUILDER FUND II | WOBURN MA | — | $2.9M | $989K |
| 7 | GLOBAL TRUST COMPANY STATE STREET GTC 2040 RETIREMENT INCOME BUILDER FUND II | WOBURN MA | — | $2.3M | $766K |
| 8 | GLOBAL TRUST COMPANY STATE STREET GTC 2055 RETIREMENT INCOME BUILDER FUND II | WOBURN MA | — | $1.6M | $624K |
| 9 | GLOBAL TRUST COMPANY STATE STREET GTC 2049 RETIREMENT INCOME BUILDER FUND II | WOBURN MA | — | $1.5M | $539K |
| 10 | GLOBAL TRUST COMPANY STATE STREET GTC 2052 RETIREMENT INCOME BUILDER FUND II | WOBURN MA | — | $1.3M | $479K |
