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 $5.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $2.9M |
| 2 | ORTHO BENEFITS CORP PHYSICIANS 401(K) SOLUTIONS | PALM BEACH GARDENS FL | 300 | $13.2M | $577K |
| 3 | PATRIOT HEALTH PARTNERS INC. PATRIOT HEALTH PARTNERS INC. MUTLIPLE EMPLOYER PLAN | MANCHESTER NH | 350 | $32.0M | $543K |
| 4 | NEW PINA VINEYARD MANAGEMENT, LLC DBA PINA VINEYARD MANAGEMENT NEW PINA VINEYARD MANAGEMENT, LLC 401(K) PLAN | OAKVILLE CA | 114 | $7.1M | $409K |
| 5 | RALPH BRENNAN RESTAURANT GROUP, LLC RALPH BRENNAN RESTAURANT GROUP 401(K) RETIREMENT PLAN | NEW ORLEANS LA | 413 | $11.8M | $265K |
| 6 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $156K |
| 7 | RESORT GROUP, LLC RESORT GROUP SAVINGS PLAN | STEAMBOAT SPRINGS CO | 161 | $6.6M | $143K |
| 8 | ALABAMA GROCERS ASSOCIATION ALABAMA GROCERS ASSOCIATION 401(K) PLAN | BIRMINGHAM AL | 763 | $4.6M | $143K |
| 9 | FAMILY ENDEAVORS, INC. DBA ENDEAVORS FAMILY ENDEAVORS 401(K) PLAN | SAN ANTONIO TX | 2,769 | $18.1M | $136K |
| 10 | JKB MANAGEMENT, INC. JKB MANAGEMENT, INC. 401(K) PLAN | NEWARK OH | 355 | $2.1M | $82K |
