Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $4.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ABC OF IOWA ABC OF IOWA RETIREMENT SAVINGS PLAN | GRIMES IA | 716 | $34.3M | $2.4M |
| 2 | TRADITIONAL BANK, INC. TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN | MT. STERLING KY | 269 | $46.3M | $716K |
| 3 | LRS ARCHITECTS, INC. LRS ARCHITECTS EMPLOYEE SAVINGS PLAN |
PORTLAND OR |
| 104 |
| $21.0M |
| $313K |
| 4 | JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN | WEATHERFORD TX | 248 | $16.9M | $302K |
| 5 | THOMPSON TECHNOLOGIES, INC. THOMPSON TECHNOLOGIES, INC. 401(K) PLAN | OVERLAND PARK KS | 38 | $3.5M | $190K |
| 6 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $189K |
| 7 | PRODUCT DEVELOPMENT ASSOCIATES, INC. PDA 401(K) PLAN | BURNSVILLE MN | 146 | $11.1M | $125K |
| 8 | AMERICAN READING COMPANY AMERICAN READING COMPANY 401K RETIREMENT PLAN | BLUE BELL PA | 207 | $16.5M | $96K |
| 9 | TRIO ELECTRIC, LTD. ASSOCIATIONS OF TEXAS MEP | HOUSTON TX | 190 | $5.2M | $68K |
| 10 | CHARLES E. THOMAS COMPANY, INC. CHARLES E. THOMAS COMPANY, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 52 | — | $65K |
