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 $7.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AMERICAN VANGUARD CORPORATION AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 415 | $81.6M | $2.2M |
| 2 | WENDCENTRAL CORP. WENDPARTNERS 401K PLAN | CORTLAND NY | 882 | $14.3M | $1.1M |
| 3 | UNITED TELEPHONE COMPANY UNITED TELEPHONE COMPANY 401(K) PLAN | CHAPEL HILL TN | 188 | $9.2M | $438K |
| 4 | UPPER SKAGIT INDIAN TRIBE UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN | BOW WA | 288 | $14.3M | $364K |
| 5 | KFM ENTERPRISES, LLC KFM ENTERPRISES 401(K) PLAN | TULSA OK | 161 | $12.7M | $360K |
| 6 | DANIELS TIRE SERVICE, INC. DANIELS TIRE SERVICE, INC. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST | SANTA FE SPRINGS CA | 176 | $13.0M | $345K |
| 7 | P & S PAVING, INC. P & S PAVING, INC. 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 252 | $7.7M | $326K |
| 8 | AES INDUSTRIES, INC. AES INDUSTRIES, INC. 401K PROFIT SHARING PLAN | TALLASSEE AL | 82 | $6.4M | $293K |
| 9 | VOLATO, INC. VOLATO INC. 401(K) PLAN | CHAMBLEE GA | 22 | $6.1M | $288K |
| 10 | JTSI, INC. HONU SERVICES 401(K) PROFIT SHARING PLAN AND TRUST | KAILUA HI | 829 | $37.7M | $246K |
