Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $104.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BUNN-O-MATIC CORPORATION BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST | SPRINGFIELD IL | 1,587 | $151.2M | $18.8M |
| 2 | MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,998 | $146.8M | $16.4M |
| 3 | BOCH ENTERPRISES EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF BOCH ENTERPRISES |
NORWOOD MA |
| 200 |
| $49.1M |
| $7.1M |
| 4 | GODBERSEN-SMITH CONSTRUCTION COMPANY GODBERSEN-SMITH CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | IDA GROVE IA | 539 | $66.0M | $6.8M |
| 5 | EMPOWERME HOLDINGS, LLC EMPOWERME WELLNESS RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 2,068 | $52.6M | $5.5M |
| 6 | PETVET CARE CENTERS MANAGEMENT, LLC PETVET CARE CENTERS MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | WESTPORT CT | 9,731 | $153.9M | $5.3M |
| 7 | SPERBER LANDSCAPE COMPANIES, LLC SPERBER LANDSCAPE COMPANIES AND SUBSIDIARIES 401(K) PLAN | WESTLAKE VILLAGE CA | 3,195 | $53.4M | $4.7M |
| 8 | SOUTHERN CHAMPION TRAY, L P SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS AND RETIREMENT PLAN | CHATTANOOGA TN | 898 | $55.4M | $4.2M |
| 9 | STATE INDUSTRIAL PRODUCTS STATE INDUSTRIAL PRODUCTS SAVINGS AND INVESTMENT PLAN AND TRUST | MAYFIELD HEIGHTS OH | 545 | $83.7M | $4.1M |
| 10 | CCFI COMPANIES, LLC CCFI COMPANIES, LLC 401(K) PLAN | DUBLIN OH | 2,044 | $68.5M | $3.6M |
