Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 51 retirement plans report an interest in this investment, totaling $1.4M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | RUSING, LOPEZ & LIZARDI, P.L.L.C. RUSING, LOPEZ & LIZARDI, P.L.L.C. 401(K) PROFIT SHARING PLAN | TUCSON AZ | 42 | — | $463K |
| 2 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $188K |
| 3 | UT LE BONHEUR PEDIATRIC SPECIALISTS, INC. ULPS EMPLOYEE SAVINGS PLAN | MEMPHIS TN | 238 | $66.6M | $122K |
| 4 | STERLING MANAGEMENT, LTD. STERLING MANAGEMENT, LTD. 401(K) PLAN | MISHAWAKA IN | 333 | $18.3M | $109K |
| 5 | 1155-55H PARTNERS, LLC DISTRIBUTION SERVICES RETIREMENT PLAN | HOUSTON TX | 671 | $17.5M | $105K |
| 6 | DOUBLE D EXPRESS, INC. DOUBLE D EXPRESS, INC. RETIREMENT SAVINGS PLAN | PERU IL | 108 | $3.9M | $97K |
| 7 | EDGEWOOD MANAGEMENT CORPORATION D/B/A PRATUM COMPANIES EDGEWOOD MANAGEMENT CORPORATION RETIREMENT PLAN | GAITHERSBURG MD | 321 | $22.9M | $91K |
| 8 | KY PPEC, INC. DBA THE KIDZ CLUB THE KIDZ CLUB 401(K) PLAN | LOUISVILLE KY | 279 | $7.0M | $82K |
| 9 | DRESSMAN, BENZINGER & LAVELLE, P.S.C. DRESSMAN, BENZINGER & LAVELLE, P.S.C. 401(K) PROFIT SHARING PLAN | COVINGTON KY | 95 | $27.1M | $77K |
| 10 | JASPER VENTURES, INC. JASPER VENTURES 401(K) PLAN | WHITEHOUSE TX | 70 | $8.3M | $66K |
