Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 84 retirement plans report an interest in this investment, totaling $16.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HELPSIDE INC. HELPSIDE INC. 401(K) PLAN | LINDON UT | 9,010 | $233.9M | $4.2M |
| 2 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $1.6M |
| 3 | EMPOWER HR, LLC EMPOWER HR RETIREMENT SAVINGS PLAN | CHANDLER AZ | 7,792 | $114.8M | $1.6M |
| 4 | DAVID&GOLIATH, LLC DAVID&GOLIATH EMPLOYEES 401K/PROFIT SHARING PLAN | EL SEGUNDO CA | 162 | $31.3M | $1.0M |
| 5 | TRI STAR SERVICES, LLC TRI STAR SERVICES, LLC 401(K) PLAN | NASHVILLE TN | 2,046 | $22.3M | $967K |
| 6 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | FREMONT OH | 122 | $19.4M | $668K |
| 7 | ACQUIS CONSULTING GROUP, LLC ACQUIS CONSULTING GROUP, LLC RETIREMENT PLAN | NEW YORK NY | 144 | $25.8M | $487K |
| 8 | VICKERS & NOLAN ENTERPRISES, LLC VICKERS & NOLAN ENTERPRISES, LLC RETIREMENT PLAN | STAFFORD VA | 94 | $16.0M | $449K |
| 9 | RESA POWER, LLC RESA POWER, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 577 | $36.7M | $342K |
| 10 | UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC. DBA LIFESOURCE LIFESOURCE, UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 235 | $37.8M | $328K |
