Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 64 retirement plans report an interest in this investment, totaling $305.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THE TIMKEN COMPANY THE MASTER TRUST AGREEMENT FOR THE TIMKEN COMPANY DEFINED CONTRIBUTION PLANS | NORTH CANTON OH | — | $1.3B | $35.0M |
| 2 | TECO ENERGY, INC. TECO ENERGY GROUP RETIREMENT SAVINGS PLAN | TAMPA FL | 4,205 | $1.1B | $28.9M |
| 3 | TRUSTEES OF WISCONSIN NECA-IBEW WISCONSIN NECA-IBEW RETIREMENT PLAN | MADISON WI | 2,796 | $715.2M | $19.5M |
| 4 | THE WENDY'S COMPANY THE WENDY'S COMPANY 401(K) RETIREMENT PLAN | DUBLIN OH | 9,652 | $294.0M | $13.8M |
| 5 | CADENCE DESIGN SYSTEMS INC CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN | SAN JOSE CA | 3,716 | $2.1B | $12.5M |
| 6 | MEDICAL ASSOCIATES CLINIC, P.C. MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 1,103 | $320.4M | $11.6M |
| 7 | SUBARU OF INDIANA AUTOMOTIVE, INC. SIA RETIREMENT PLAN | LAFAYETTE IN | 5,985 | $902.6M | $11.4M |
| 8 | RICH PRODUCTS CORPORATION RICH'S 401(K) PLAN | BUFFALO NY | 7,645 | $769.3M | $11.3M |
| 9 | COMFORT SYSTEMS USA, INC. COMFORT SYSTEMS USA, INC. 401(K) PLAN | HOUSTON TX | 18,367 | $1.1B | $10.7M |
| 10 | LIBERTY DIVERSIFIED INTERNATIONL, INC. LIBERTY DIVERSIFIED INTERNATIONAL, INC. RETIREMENT PLAN | NEW HOPE MN | 1,573 | $205.5M | $10.0M |
