Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 181 retirement plans report an interest in this investment, totaling $16.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | LIONETTI ASSOCIATES LLC LIONETTI ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST | ELIZABETH NJ | 133 | $12.2M | $2.8M |
| 2 | THE HARDY CORPORATION, INC. THE HARDY CORPORATION, INC. 401(K) PLAN | BIRMINGHAM AL | 173 | $8.1M | $1.6M |
| 3 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $935K |
| 4 | HALLORAN & SAGE, LLP HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN | HARTFORD CT | 133 | $44.4M | $760K |
| 5 | RATTO BROS., INC. RATTO BROS., INC. 401(K) PLAN | SALIDA CA | 346 | $10.1M | $641K |
| 6 | PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | PORTLAND ME | 167 | $27.0M | $602K |
| 7 | WITTE BROTHERS EXCHANGE, INC. WITTE BROTHERS EXCHANGE, INC. 401K PROFIT SHARING PLAN | TROY MO | 273 | $10.8M | $578K |
| 8 | ROMO, INC. ROMO, INC. 401(K) PLAN | DE PERE WI | 104 | $8.3M | $539K |
| 9 | COUNTRY VISIONS COOPERATIVE COUNTRY VISIONS COOPERATIVE 401(K) RETIREMENT SAVINGS PLAN | LITTLE CHUTE WI | 413 | $48.0M | $513K |
| 10 | GLADDING CHEVROLET, INC. GLADDING CHEVROLET, INC. ET AL 401K PROFIT SHARING PLAN & TRUST | GLEN BURNIE MD | 150 | $13.8M | $404K |
