Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 74 retirement plans report an interest in this investment, totaling $4.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | JEFFERSON HOMEBUILDERS, INC. JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN | CULPEPER VA | 457 | $52.8M | $1.9M |
| 2 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $908K |
| 3 | HALLORAN & SAGE, LLP HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN | HARTFORD CT | 133 | $44.4M | $464K |
| 4 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $354K |
| 5 | ARC EXCESS & SURPLUS, LLC ARC EXCESS & SURPLUS, LLC 401(K) PLAN | JERICHO NY | 180 | $32.6M | $271K |
| 6 | VISITING NURSE ASSOCIATION OF FLORIDA, INC VISITING NURSE ASSOCIATION OF FLORIDA, INC PROFIT SHARING PLAN & TRUST | STUART FL | 413 | $11.0M | $156K |
| 7 | INDIANA PHYSICAL THERAPY, INC. INDIANA PHYSICAL THERAPY, INC. 401(K) SALARY REDUCTION PLAN & TRUST | FORT WAYNE IN | 144 | $15.5M | $109K |
| 8 | MEDICAL PROVIDER STAFFING SERVICES, PLLC NEXTCARE PROVIDERS 401(K) PLAN | TEMPE AZ | 505 | $37.4M | $102K |
| 9 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $62K |
| 10 | EXXPRESS TIRE, LLC EXXPRESS TIRE LLC SAVINGS & RETIREMENT PLAN | BUFFALO NY | 191 | $11.0M | $50K |
