Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 33 retirement plans report an interest in this investment, totaling $17.5M 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 | $4.3M |
| 2 | CARDINAL HEATING & AIR CONDITIONING, INC. CARDINAL HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN | SUN PRAIRIE WI | 140 | $8.2M | $2.2M |
| 3 | IMS CONSULTING & EXPERT SERVICES, LLC IMS CONSULTING & EXPERT SERVICES, LLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 345 | $25.7M | $1.8M |
| 4 | 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 | $1.1M |
| 5 | GNBANK, NATIONAL ASSOCIATION GNBANK, NATIONAL ASSOCIATION 401(K) PLAN | GIRARD KS | 144 | $15.7M | $1.1M |
| 6 | TRI COUNTY EQUIPMENT TRI COUNTY EQUIPMENT 401(K) PLAN | SANDUSKY MI | 125 | $11.0M | $1.1M |
| 7 | INDUSTRIAL ELECTRIC COMPANY INDUSTRIAL ELECTRIC COMPANY PROFIT SHARING/401(K) PLAN AND TRUST | MCPHERSON KS | 206 | $10.5M | $785K |
| 8 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $715K |
| 9 | GITIBIN & ASSOCIATES, LLC DBA GO RENTALS GITIBIN & ASSOCIATES, LLC DBA GO RENTALS, INC. 401(K) PLAN | NEWPORT BEACH CA | 594 | $4.1M | $483K |
| 10 | SMILEBUILDERZ, LLC SMILEBUILDERZ, LLC 401(K) PLAN | LANCASTER PA | 192 | $4.2M | $469K |
