Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 39 retirement plans report an interest in this investment, totaling $6.4M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | EMPOWER HR, LLC EMPOWER HR RETIREMENT SAVINGS PLAN | CHANDLER AZ | 7,792 | $114.8M | $1.5M |
| 2 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $760K |
| 3 | BIZLINK TECHNOLOGY, INC. BIZLINK GROUP 401(K) PLAN | FREMONT CA | 202 | $21.8M | $608K |
| 4 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $517K |
| 5 | SURETY HR, INC. SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | WESTLAKE OH | 125 | $13.2M | $427K |
| 6 | BCI, INC. 401(K) PROFIT SHARING PLAN BCI, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 152 | $6.5M | $288K |
| 7 | SOVEREIGN'S ENGINEERING & SURVEYING HOLDINGS, INC. DBA GASKINS LECRAW GASKINS LECRAW 401(K) PROFIT SHARING PLAN | MARIETTA GA | 161 | $10.6M | $260K |
| 8 | CHARLES E. THOMAS COMPANY, INC. CHARLES E. THOMAS COMPANY, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 67 | — | $244K |
| 9 | HS1 MEDICAL MANAGEMENT, INC. HS1 MEDICAL MANAGEMENT, INC. 401(K) PLAN | FORT LAUDERDALE FL | 346 | $21.6M | $176K |
| 10 | TOYS FOR TRUCKS, INC. TOYS FOR TRUCKS, INC. 401K PLAN | APPLETON WI | 213 | $7.8M | $162K |
