Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $3.8M 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 | $1.5M |
| 2 | 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 | $351K |
| 3 | CARDINAL HEATING & AIR CONDITIONING, INC. CARDINAL HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN | SUN PRAIRIE WI | 140 | $8.2M | $306K |
| 4 | NEW FORUM, INC. NEW FORUM 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 104 | $3.5M | $215K |
| 5 | GITIBIN & ASSOCIATES, LLC DBA GO RENTALS GITIBIN & ASSOCIATES, LLC DBA GO RENTALS, INC. 401(K) PLAN | NEWPORT BEACH CA | 594 | $4.1M | $184K |
| 6 | JONES/COVEY GROUP, INC. JONES/COVEY GROUP, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 214 | $4.8M | $176K |
| 7 | WORD OF LIFE FELLOWSHIP, INC. WORD OF LIFE DEFINED CONTRIBUTION RETIREMENT PLAN | SCHROON LAKE NY | 308 | $17.7M | $167K |
| 8 | IMS CONSULTING & EXPERT SERVICES, LLC IMS CONSULTING & EXPERT SERVICES, LLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 345 | $25.7M | $154K |
| 9 | KY PPEC, INC. DBA THE KIDZ CLUB THE KIDZ CLUB 401(K) PLAN | LOUISVILLE KY | 279 | $7.0M | $115K |
| 10 | GNBANK, NATIONAL ASSOCIATION GNBANK, NATIONAL ASSOCIATION 401(K) PLAN | GIRARD KS | 144 | $15.7M | $97K |
