Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 87 retirement plans report an interest in this investment, totaling $69.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE POOLED EMPLOYER PLAN | CLEARWATER FL | 1,360 | — | $10.0M |
| 2 | WESTCARE FOUNDATION, INC. WESTCARE FOUNDATION, INC. RETIREMENT PLAN | HENDERSON IL | 1,508 | $28.5M | $8.4M |
| 3 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY TX | 76 | $66.0M | $7.8M |
| 4 | JOHNSON HEALTH TECH NORTH AMERICA, INC. JHT 401(K) PLAN | COTTAGE GROVE WI | 1,376 | $86.6M | $5.1M |
| 5 | STAFF LEASING INC AND AFFILIATES STAFF LEASING RETIREMENT SAVINGS PLAN | N SYRACUSE NY | 1,144 | $70.2M | $3.5M |
| 6 | ADVANCED EYECARE CENTER, LLC ADVANCED EYECARE CENTER, LLC 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 12 | — | $2.8M |
| 7 | MIDWEST AMERICA FEDERAL CREDIT UNION MIDWEST AMERICA FEDERAL CREDIT UNION 401(K) PROFIT SHARING | FORT WAYNE IN | 194 | $14.5M | $2.1M |
| 8 | HIGHLAND VENTURES, LTD. HIGHLAND VENTURES, LTD. 401(K) PLAN | BRENTWOOD TN | 717 | $18.7M | $1.9M |
| 9 | PATHOLOGY ASSOCIATES OF SAN ANTONIO PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN | SAN ANTONIO TX | 110 | $31.6M | $1.8M |
| 10 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $1.5M |
