Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 122 retirement plans report an interest in this investment, totaling $2.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HOLLOWWA & ARTLEY, PC HOLLOWWA & ARTLEY, PC PROFIT SHARING PLAN | ALBUQUERQUE NM | 5 | — | $473K |
| 2 | COUNTRY VISIONS COOPERATIVE COUNTRY VISIONS COOPERATIVE 401(K) RETIREMENT SAVINGS PLAN | LITTLE CHUTE WI | 413 | $48.0M | $343K |
| 3 | FARMERS BANK FARMERS BANK 401K PLAN | BUHL ID | 79 | — | $161K |
| 4 | AVANCE HEALTH SYSTEMS, INC. AVANCE 401(K) PLAN | DURHAM NC | 754 | $22.4M | $125K |
| 5 | KALAMAZOO COUNTY SHERIFF'S DEPUTIES ASSOCIATION KALAMAZOO COUNTY SHERIFF'S DEPUTIES ASSOCIATION MONEY PURCHASE PENSION PLAN | KALAMAZOO MI | 203 | $50.7M | $108K |
| 6 | PENNY NEWMAN GRAIN COMPANY, INC. PENNY NEWMAN GRAIN COMPANY, INC. RETIREMENT PLAN | FRESNO CA | 183 | $21.8M | $104K |
| 7 | RICHWOOD MEAT COMPANY, INC. RICHWOOD MEAT COMPANY 401K PROFIT SHARING PLAN | MERCED CA | 106 | $10.0M | $102K |
| 8 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 213 | $58.6M | $89K |
| 9 | HAWKSOFT, INC. HAWKSOFT 401(K) PLAN | CANBY OR | 157 | $10.2M | $85K |
| 10 | BST CONSULTANTS. INC. BST CONSULTANTS. INC. 401 (K) PLAN | TAMPA FL | 188 | $44.3M | $70K |
