Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 60 retirement plans report an interest in this investment, totaling $38.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 2,604 | $170.7M | $7.4M |
| 2 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | FREMONT OH | 122 | $19.4M | $4.2M |
| 3 | CTCO BENEFIT SERVICES, LLC CTCO BENEFIT SERVICES 401(K) PLAN | HOUMA LA | 259 | $23.0M | $2.7M |
| 4 | TRADITIONAL BANK, INC. TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN | MT. STERLING KY | 263 | $38.8M | $2.6M |
| 5 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $2.3M |
| 6 | M S INTERNATIONAL, INC. M S INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 2,093 | $100.2M | $1.9M |
| 7 | CONSOLIDATED CONSTRUCTION CO, INC. CONSOLIDATED CONSTRUCTION CO, INC. EMPLOYEE 401(K) PLAN | APPLETON WI | 192 | $15.5M | $1.3M |
| 8 | FARIBORZ RODEF DDS, INC. FARIBORZ RODEF DDS, INC. 401(K) PLAN | WEST COVINA CA | 327 | $8.0M | $1.2M |
| 9 | UNITED COMMUNITY CENTER UNITED COMMUNITY CENTER PENSION & 401(K) RETIREMENT PLAN | MILWAUKEE WI | 568 | $19.6M | $1.2M |
| 10 | CERTEX USA, LLC CERTEX USA 401(K) PLAN | PHOENIX AZ | 240 | $24.8M | $1.1M |
