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 $18.8M 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 | $5.0M |
| 2 | INDUSTRIAL ELECTRIC COMPANY INDUSTRIAL ELECTRIC COMPANY PROFIT SHARING/401(K) PLAN AND TRUST | MCPHERSON KS | 206 | $10.5M | $2.8M |
| 3 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $1.7M |
| 4 | TRI COUNTY EQUIPMENT TRI COUNTY EQUIPMENT 401(K) PLAN | SANDUSKY MI | 125 | $11.0M | $1.5M |
| 5 | POWER SERVICES GROUP, INC. POWER SERVICES GROUP 401(K) PLAN | CAPE CORAL FL | 222 | $13.3M | $1.4M |
| 6 | IMS CONSULTING & EXPERT SERVICES, LLC IMS CONSULTING & EXPERT SERVICES, LLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 345 | $25.7M | $961K |
| 7 | CARDINAL HEATING & AIR CONDITIONING, INC. CARDINAL HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN | SUN PRAIRIE WI | 140 | $8.2M | $856K |
| 8 | 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 | $573K |
| 9 | NEW FORUM, INC. NEW FORUM 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 104 | $3.5M | $566K |
| 10 | JONES/COVEY GROUP, INC. JONES/COVEY GROUP, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 214 | $4.8M | $526K |
