Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 70 retirement plans report an interest in this investment, totaling $311.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $156.0M |
| 2 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $129.9M |
| 3 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $2.8M |
| 4 | VENTERRA REALTY INC. VENTERRA REALTY INC. 401(K) PLAN | — | 739 | $12.6M | $2.8M |
| 5 | TEAMWORK HUMAN RESOURCES, INC. TEAMWORK HUMAN RESOURCES, INC. MEP | REDDING CA | 424 | $9.1M | $1.9M |
| 6 | PINNACLE EMPLOYEE SERVICES, LLC PINNACLE EMPLOYEE SERVICES, LLC 401(K) AND PROFIT SHARING PLAN | EAST SYRACUSE NY | 2,521 | $34.9M | $1.7M |
| 7 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | FREMONT OH | 122 | $19.4M | $1.5M |
| 8 | FOX MANAGEMENT REHABILITATION SERVICES LLC FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN | CHERRY HILL NJ | 3,489 | $122.1M | $1.3M |
| 9 | NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | CHATTANOOGA TN | 134 | $16.5M | $1.2M |
| 10 | RICHFORD HEALTH CENTER, INC. RICHFORD HEALTH CENTER, INC. 401(K) PLAN | RICHFORD VT | 196 | $12.6M | $1.1M |
