Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 216 retirement plans report an interest in this investment, totaling $12.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $1.9M |
| 2 | COUNTRY VISIONS COOPERATIVE COUNTRY VISIONS COOPERATIVE 401(K) RETIREMENT SAVINGS PLAN | LITTLE CHUTE WI | 413 | $48.0M | $823K |
| 3 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $543K |
| 4 | THE GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. 401(K) SAVINGS PLAN | STAMFORD CT | 35 | $31.0M | $429K |
| 5 | STEMILT GROWERS, LLC STEMILT GROWERS, LLC 401(K) SAVINGS PLAN & TRUST | WENATCHEE WA | 1,734 | $64.7M | $334K |
| 6 | AMERICAN CONTRACT BRIDGE LEAGUE INC. AMERICAN CONTRACT BRIDGE LEAGUE 401(K) RETIREMENT PLAN | HORN LAKE MS | 85 | $13.7M | $321K |
| 7 | JAYS OUTDOORS LLC JAYS OUTDOORS LLC 401(K) PLAN | CLARE MI | 184 | $6.8M | $320K |
| 8 | MISKELLY'S FURNITURE WAREHOUSE, INC MISKELLY'S FURNITURE WAREHOUSE, INC 401(K) PROFIT SHARING PLAN | PEARL MS | 199 | $15.5M | $320K |
| 9 | HALLORAN & SAGE, LLP HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN | HARTFORD CT | 133 | $44.4M | $283K |
| 10 | YOUNGSTOWN ORTHOPAEDIC ASSOCIATES, LTD YOUNGSTOWN ORTHOPAEDIC ASSOCIATES LTD 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 105 | $28.7M | $280K |
