Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 126 retirement plans report an interest in this investment, totaling $340.5M 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 | $99.6M |
| 2 | THE SAVE MART COMPANIES SAVE MART COMPANIES RETIREMENT SAVINGS PLAN | MODESTO CA | 11,855 | $993.0M | $25.9M |
| 3 | ADECCO, INC. THE ADECCO GROUP 401(K) PLAN | JACKSONVILLE FL | 64,616 | $874.4M | $24.5M |
| 4 | SECURIAN FINANCIAL GROUP, INC. SECURIAN FINANCIAL GROUP, INC. PERFORMANCE SHARE PLAN | SAINT PAUL MN | 2,772 | $980.6M | $22.9M |
| 5 | BOISE CASCADE COMPANY BOISE CASCADE COMPANY SAVINGS PLAN | BOISE ID | 4,101 | $740.4M | $22.3M |
| 6 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $14.9M |
| 7 | GENUINE MCCARTHY ENTERPRISES, INC. MCCARTHY EMPLOYEE RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,531 | $701.1M | $12.7M |
| 8 | PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS MI | 13,542 | $1.1B | $12.7M |
| 9 | LOWE'S COMPANIES, INC. LOWES 401(K) PLAN | MOORESVILLE NC | 263,650 | $8.6B | $9.9M |
| 10 | EVERWISE CREDIT UNION EVERWISE CREDIT UNION 401(K) PLAN | SOUTH BEND IN | 739 | $94.1M | $7.4M |
