Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $1.5M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MICHAEL VAN VALKENBURGH ASSOCIATES, INC. MVVA, INC. PROFIT SHARING & 401(K) PLAN | CAMBRIDGE MA | 98 | $23.4M | $399K |
| 2 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $327K |
| 3 | OXFORD NANOPORE TECHNOLOGIES, INC. OXFORD NANOPORE 401(K) | NEW YORK NY | 201 | $13.8M | $231K |
| 4 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $177K |
| 5 | MADERA RESIDENTIAL MADERA RESIDENTIAL 401(K) PLAN | LUBBOCK TX | 481 | $8.2M | $109K |
| 6 | JUPITER CHRISTIAN SCHOOL, INC. JUPITER CHRISTIAN SCHOOL, INC. 401(K) RETIREMENT PLAN | JUPITER FL | 242 | $3.3M | $85K |
| 7 | HILL VALLEY HEALTHCARE, LLC HILL VALLEY 401K PLAN | WOODMERE NY | 775 | $3.5M | $50K |
| 8 | AUTO MALL 46, INC. AUTO MALL 46, INC. 401(K) PLAN | WOODLAND PARK NJ | 511 | $4.1M | $21K |
| 9 | ADVANCED LUBRICATION SPECIALTIES INC. ADVANCED LUBRICATION SPECIALTIES 401(K) PLAN | BENSALEM PA | 125 | $15.5M | $18K |
| 10 | MELEEO LLC MELEEO LLC 401(K) PROFIT SHARING PLAN AND TRUST | ODESSA FL | 45 | $1.5M | $14K |
