Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 51 retirement plans report an interest in this investment, totaling $3.6B in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | FEDEX CORPORATION FEDEX CORPORATION RETIREMENT SAVINGS PLAN | MEMPHIS TN | 102,265 | $25.4B | $873.5M |
| 2 | SOUTHWEST AIRLINES CO. SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN | DALLAS TX | 74,221 | $17.0B | $762.1M |
| 3 | NISSAN NORTH AMERICA, INC. NISSAN EMPLOYEE 401(K) PLAN | FRANKLIN TN | 16,200 | $4.4B | $298.3M |
| 4 | FEDEX CORPORATION FEDEX CORPORATION RETIREMENT SAVINGS PLAN II | MEMPHIS TN | 217,166 | $3.5B | $261.5M |
| 5 | FEDERAL EXPRESS CORPORATION FEDERAL EXPRESS CORPORATION PILOTS RETIREMENT SAVINGS PLAN | COLLIERVILLE TN | 5,411 | $5.3B | $134.5M |
| 6 | AMERICAN FINANCIAL GROUP, INC. AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 7,790 | $2.3B | $100.5M |
| 7 | AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS 401(K) PLAN | NEWTOWN SQUARE PA | 9,598 | $947.5M | $92.7M |
| 8 | ZOETIS INC. ZOETIS SAVINGS PLAN | PARSIPPANY NJ | 6,788 | $1.9B | $85.8M |
| 9 | USABLE MUTUAL INSURANCE COMPANY ARKANSAS BLUE CROSS AND BLUE SHIELD 401(K) SAVINGS AND PLUS PLAN | LITTLE ROCK AR | 3,352 | $788.6M | $84.8M |
| 10 | BOARD OF TRUSTEES OF LOCAL 52 LOCAL 52 401 (K) FUND | MOUNT LAUREL NJ | 5,441 | $561.4M | $77.8M |
