Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $54.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $23.4M |
| 2 | PUTNAM INVESTMENTS, LLC THE PUTNAM RETIREMENT PLAN | GREENWOOD VILLAGE CO | 0 | $555.8M | $11.1M |
| 3 | LPL FINANCIAL LLC LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 8,946 | $939.6M | $5.4M |
| 4 | SENSATA TECHNOLOGIES, INC. SENSATA TECHNOLOGIES CONTRIBUTION AND 401(K) SAVINGS PLAN | ATTLEBORO MA | 1,323 | $321.5M | $5.1M |
| 5 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $4.7M |
| 6 | UNITED FEDERAL CREDIT UNION UNITED FEDERAL CREDIT UNION 401(K) PLAN | ST. JOSEPH MI | 672 | $83.9M | $1.9M |
| 7 | RIVERVIEW BANCORP INC. RIVERVIEW BANCORP INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | VANCOUVER WA | 230 | $27.2M | $794K |
| 8 | EUREKA HOMESTEAD EUREKA HOMESTEAD 401(K) PLAN | METAIRIE LA | 12 | — | $726K |
| 9 | BANK OF MARIN BANK OF MARIN 401(K) PLAN | NOVATO CA | 278 | $46.9M | $361K |
| 10 | WESTERN ILLINOIS BANCSHARES, INC. CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY WESTERN ILLINOIS BANCSHARES, INC. | MONMOUTH IL | 144 | $17.2M | $228K |
