Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $6.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $3.1M |
| 2 | HAND TO SHOULDER CENTER OF WISCONSIN, LTD. HAND TO SHOULDER CENTER OF WISCONSIN 401(K) PROFIT SHARING PLAN | APPLETON WI | 101 | $25.9M | $1.3M |
| 3 | EAGLE MINE LLC EAGLE MINE LLC 401(K) PLAN | CHAMPION MI | 369 | $34.2M | $494K |
| 4 | JON-DON, LLC JON-DON, LLC EMPLOYEES' 401(K) PLAN | HOPEDALE MA | 424 | $27.8M | $308K |
| 5 | SOUTH JERSEY GLASS CO, INC. SOUTH JERSEY GLASS CO, INC. 401(K) PLAN | VINELAND NJ | 162 | $12.6M | $234K |
| 6 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 291 | $17.8M | $184K |
| 7 | YIELD ENGINEERING SYSTEMS, INC. YIELD ENGINEERING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | FREMONT CA | 197 | $16.5M | $160K |
| 8 | BRIARCREST CHRISTIAN SCHOOL SYSTEM BRIARCREST CHRISTIAN SCHOOL 401 (K) RETIREMENT PLAN AND TRUST | EADS TN | 210 | $16.5M | $140K |
| 9 | FLOFORM COUNTERTOPS LLC FLOFORM COUNTERTOPS LLC 401(K) PLAN | KENT WA | 280 | $9.8M | $127K |
| 10 | DIAL SILVERCREST CORP. DIAL SENIOR MANAGEMENT, INC. 401(K) PLAN | OMAHA NE | 842 | $15.1M | $79K |
