Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $9.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | P.I. & I. MOTOR EXPRESS, INC. KEROLA GROUP 401K PLAN | MASURY OH | 252 | $8.5M | $2.9M |
| 2 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $973K |
| 3 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN III | CEDAR RAPIDS IA | 2,783 | $53.1M | $956K |
| 4 | LIVENGRIN FOUNDATION LIVENGRIN EMPLOYEE RETIREMENT PLAN | BENSALEM PA | 123 | $2.7M | $942K |
| 5 | BELAIR INSTRUMENT COMPANY, LLC DBA AVANTIK AVANTIK 401(K) PLAN | PINE BROOK NJ | 235 | $4.0M | $927K |
| 6 | STELLAR SENIOR LIVING, LLC STELLAR SENIOR LIVING, LLC 401(K) PLAN | SALT LAKE CITY UT | 1,926 | $3.5M | $916K |
| 7 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $394K |
| 8 | MICHAEL VAN VALKENBURGH ASSOCIATES, INC. MVVA, INC. PROFIT SHARING & 401(K) PLAN | CAMBRIDGE MA | 98 | $23.4M | $369K |
| 9 | MASS AUTOMOTIVE GROUP LLC MASS AUTOMOTIVE GROUP LLC 401(K) PLAN | MISSION HILLS CA | 258 | $1.2M | $274K |
| 10 | ASSOCIATED BUILDERS AND CONTRACTORS, INC., DELAWARE CHAPTER ABC OF DELAWARE 401(K) PLAN | NEW CASTLE DE | 1,269 | $55.2M | $265K |
