Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $23.1M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | JF ACQUISTION, LLC JF ACQUISITION, LLC 401(K) PLAN | MORRISVILLE NC | 1,410 | $67.5M | $10.0M |
| 2 | TRI COUNTY EQUIPMENT TRI COUNTY EQUIPMENT 401(K) PLAN | SANDUSKY MI | 125 | $11.0M | $2.5M |
| 3 | GNBANK, NATIONAL ASSOCIATION GNBANK, NATIONAL ASSOCIATION 401(K) PLAN | GIRARD KS | 144 | $15.7M | $1.6M |
| 4 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $1.5M |
| 5 | AMERICAN COMPUTER DEVELOPMENT, INC. DBA ACDI AMERICAN COMPUTER DEVELOPMENT, INC. 401K PLAN | FREDERICK MD | 161 | $8.2M | $1.3M |
| 6 | M J ENGINEERING AND LAND SURVEYING M J ENGINEERING AND LAND SURVEYING, P.C. 401(K) PROFIT SHARING PLAN | CLIFTON PARK NY | 146 | $14.7M | $1.3M |
| 7 | POWER SERVICES GROUP, INC. POWER SERVICES GROUP 401(K) PLAN | CAPE CORAL FL | 222 | $13.3M | $818K |
| 8 | WHOLESALE BUILDING PRODUCTS, LLC WHOLESALE BUILDING PRODUCTS, LLC 401(K) PROFIT SHARING & TRUST | HOLLYWOOD FL | 291 | $4.9M | $709K |
| 9 | INDUSTRIAL ELECTRIC COMPANY INDUSTRIAL ELECTRIC COMPANY PROFIT SHARING/401(K) PLAN AND TRUST | MCPHERSON KS | 206 | $10.5M | $661K |
| 10 | THE WISE COMPANY, LLC THE WISE COMPANY, LLC PROFIT SHARING PLAN AND TRUST | SAVANNAH TN | 180 | $4.5M | $476K |
