Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 33 retirement plans report an interest in this investment, totaling $1.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATURESCAPE NATURESCAPE 401(K) RETIREMENT PLAN | MUSKEGO WI | 289 | $14.8M | $557K |
| 2 | VELOCITY MACHINE, INC. VELOCITY MACHINE, INC. 401(K) RETIREMENT PLAN | DE PERE WI | 102 | $7.2M | $174K |
| 3 | PB&J AUTOMOTIVE, INC. DBA TUSTIN MAZDA/TUSTIN HYUNDAI OC AUTO TEAM 401K PLAN | TUSTIN CA | 196 | $6.8M | $168K |
| 4 | QUALEX MANUFACTURING QUALEX MANUFACTURING LLC 401K PROFIT SHARING PLAN | GEORGETOWN KY | 319 | $9.5M | $117K |
| 5 | CALCIUM PRODUCTS INC. CALCIUM PRODUCTS INC. RETIREMENT SAVINGS PLAN | AMES IA | 118 | $6.8M | $113K |
| 6 | PATIENT HOME MONITORING, DBA HEALTHCARE LOGISTICS PHM 401(K) PLAN | WILDER KY | 427 | $5.0M | $72K |
| 7 | A & K EARTH MOVERS, INC. A & K EARTH MOVERS, INC. RETIREMENT PLAN | FALLON NV | 121 | $8.7M | $71K |
| 8 | NEXT DOOR FOUNDATION, INC. NEXT DOOR SAVINGS & RETIREMENT PLAN | MILWAUKEE WI | 207 | $8.2M | $64K |
| 9 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $63K |
| 10 | OUTDOORSY HOLDINGS, INC. OUTDOORSY HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 139 | $4.7M | $58K |
