Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 106 retirement plans report an interest in this investment, totaling $39.5M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $14.1M |
| 2 | MOOSE INTERNATIONAL INC. MOOSE INTERNATIONAL INC EMPLOYEES' 401K PLAN | MOOSEHEART IL | 422 | $30.1M | $2.6M |
| 3 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $1.9M |
| 4 | BCI, INC. 401(K) PROFIT SHARING PLAN BCI, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 152 | $6.5M | $1.6M |
| 5 | RESORT GROUP, LLC RESORT GROUP SAVINGS PLAN | STEAMBOAT SPRINGS CO | 161 | $6.6M | $1.2M |
| 6 | MCR DONUTS, INC. MCR DONUTS, INC. 401(K) PROFIT SHARING PLAN | NAUGATUCK CT | 114 | $6.3M | $1.1M |
| 7 | 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | MIDVALE UT | 2,509 | $41.5M | $996K |
| 8 | RHOMBUS SERVICES LLC DBA BRANDPOINT SERVICES BRANDPOINT SERVICES 401(K) PROFIT SHARING PLAN | TROOPER PA | 115 | $6.0M | $935K |
| 9 | ENTHUSIAST ENTERPRISES, INC. ENTHUSIAST ENTERPRISES 401(K) PLAN | WRIGHTSTOWN WI | 373 | $11.9M | $913K |
| 10 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $894K |
