Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 43 retirement plans report an interest in this investment, totaling $6.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN | WEATHERFORD TX | 248 | $16.9M | $1.1M |
| 2 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $843K |
| 3 | TRADITIONAL BANK, INC. TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN | MT. STERLING KY | 263 | $38.8M | $799K |
| 4 | RAZOR USA, LLC RAZOR USA, LLC EMPLOYEES' 401(K) PLAN | CERRITOS CA | 81 | $18.8M | $792K |
| 5 | NATURESCAPE NATURESCAPE 401(K) RETIREMENT PLAN | MUSKEGO WI | 289 | $14.8M | $498K |
| 6 | KRIEGEL HOLDING COMPANY, INC. KRIEGEL HOLDING COMPANY, INC. 401(K) PLAN | VAN WERT OH | 195 | $8.0M | $271K |
| 7 | THE PARTNER COMPANIES LLC THE PARTNER COMPANIES 401(K) PLAN | CHICAGO IL | 546 | $30.0M | $249K |
| 8 | CALIFORNIA HEALTH SCIENCES UNIVERSITY, LLC CHSU 401(K) PLAN | CLOVIS CA | 117 | $7.5M | $241K |
| 9 | BIZLINK TECHNOLOGY, INC. BIZLINK GROUP 401(K) PLAN | FREMONT CA | 202 | $21.8M | $232K |
| 10 | SCADA PRODUCTS, LLC SCADA PRODUCTS, LLC 401(K) PLAN | DENVER CO | 329 | $7.9M | $145K |
