Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $15.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | I3 VERTICALS MANAGEMENT SERVICES,INC. I3 VERTICALS MANAGEMENT SERVICES, INC. 401(K) PLAN | NASHVILLE TN | 1,221 | $74.5M | $6.0M |
| 2 | UROLOGY SPECIALISTS OF THE CAROLINAS, PLLC UROLOGY SPECIALISTS OF THE CAROLINAS, PLLC 401(K) PLAN | CHARLOTTE NC | 116 | $29.8M | $2.2M |
| 3 | SIMPEO, LLC SIMPEO 401(K) PLAN | BIRMINGHAM AL | 500 | $14.0M | $1.8M |
| 4 | MARRICK MEDICAL FINANCIAL, LLC PREPARING 4 TOMORROW 401(K) PLAN | GREENWOOD VILLAGE CO | 143 | $5.2M | $1.2M |
| 5 | CONSUMERS NATIONAL BANK CONSUMERS NATIONAL BANK 401(K) SAVINGS AND RETIREMENT PLAN | MINERVA OH | 184 | $13.2M | $1.1M |
| 6 | DERMATOLOGY CONSULTANTS, P.C. DERMATOLOGY CONSULTANTS, P. C. PROFIT SHARING PLAN | ATLANTA GA | 77 | $9.1M | $925K |
| 7 | SUNLIGHT FINANCIAL HOLDINGS, LLC SUNLIGHT FINANCIAL HOLDINGS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 91 | $7.8M | $620K |
| 8 | DICELLO LEVITT LLP DICELLO LEVITT LLP 401(K) | MENTOR OH | 170 | $7.3M | $391K |
| 9 | UNITED FP MANAGEMENT, LLC UNITED FP MANAGEMENT, LLC 401(K) PLAN | AUSTIN TX | 1,063 | $6.8M | $285K |
| 10 | TRYSPARROW.COM, INC. TRYSPARROW.COM, INC. 401(K) PLAN | SAN FRANCISCO CA | 173 | $2.2M | $262K |
