Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 50 retirement plans report an interest in this investment, totaling $45.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $9.7M |
| 2 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN III | CEDAR RAPIDS IA | 2,783 | $53.1M | $3.7M |
| 3 | MICHAEL VAN VALKENBURGH ASSOCIATES, INC. MVVA, INC. PROFIT SHARING & 401(K) PLAN | CAMBRIDGE MA | 98 | $23.4M | $3.3M |
| 4 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $3.2M |
| 5 | ADVANCED LUBRICATION SPECIALTIES INC. ADVANCED LUBRICATION SPECIALTIES 401(K) PLAN | BENSALEM PA | 125 | $15.5M | $3.1M |
| 6 | KIMSTAFFHR, INC KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN | IRVINE CA | 1,154 | $35.0M | $3.0M |
| 7 | P.I. & I. MOTOR EXPRESS, INC. KEROLA GROUP 401K PLAN | MASURY OH | 252 | $8.5M | $2.6M |
| 8 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $2.1M |
| 9 | ASSOCIATED BUILDERS AND CONTRACTORS, INC., DELAWARE CHAPTER ABC OF DELAWARE 401(K) PLAN | NEW CASTLE DE | 1,269 | $55.2M | $2.0M |
| 10 | BELAIR INSTRUMENT COMPANY, LLC DBA AVANTIK AVANTIK 401(K) PLAN | PINE BROOK NJ | 235 | $4.0M | $1.7M |
