Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $12.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PROSERVICE PACIFIC, LLC DBA PROSERVICE HAWAII PROSERVICE HAWAII 401(K) PLAN | HONOLULU HI | 13,591 | $412.6M | $2.3M |
| 2 | DESIGN READY CONTROLS, INC. DESIGN READY CONTROLS, INC. 401(K) PLAN | BROOKLYN PARK MN | 470 | $15.1M | $2.1M |
| 3 | SAN JOSE SHARKS, LLC SAN JOSE SHARKS 401(K) PLAN | SAN JOSE CA | 484 | $39.4M | $1.4M |
| 4 | OOMA, INC. OOMA, INC. 401(K) PLAN | SUNNYVALE CA | 459 | $46.0M | $773K |
| 5 | CEH AUTOMOTIVE CORP. CEH AUTOMOTIVE CORP. EMPLOYEES' PROFIT SHARING PLAN | CHANDLER AZ | 142 | $15.8M | $608K |
| 6 | CONTROL ASSOCIATES, INC. CONTROL ASSOCIATES, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN | ALLENDALE NJ | 155 | $25.5M | $604K |
| 7 | FIRST ILLINOIS BANCORP., INC. FIRST ILLINOIS BANCORP., INC. PROFIT SHARING 401(K) PLAN AND TRUST | EAST ST. LOUIS IL | 123 | $14.7M | $506K |
| 8 | PACIFIC HEALTHCARE GROUP LLC PACIFIC HEALTHCARE GROUP LLC 401(K) RETIREMENT SAVINGS PLAN | PEARL CITY HI | 234 | $12.3M | $406K |
| 9 | WONDERLAND TIRE, INC. WONDERLAND TIRE, INC. PROFIT SHARING 401(K) PLAN | BYRON CENTER MI | 163 | $11.1M | $391K |
| 10 | PC CARE CORP ITO HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN | PEARL CITY HI | 288 | $10.6M | $378K |