Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 71 retirement plans report an interest in this investment, totaling $6.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $2.0M |
| 2 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $561K |
| 3 | Q-TECH CORPORATION Q-TECH CORPORATION 401(K) PROFIT SHARING PLAN | CYPRESS CA | 184 | $22.7M | $410K |
| 4 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $346K |
| 5 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $341K |
| 6 | Z.V. PATE, INC. Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | NORTH CAROLINA NC | 265 | $24.8M | $255K |
| 7 | SMITH AND HOWARD PC SMITH AND HOWARD, P.C. SALARY DEFERRAL PLAN | ATLANTA GA | 151 | $30.2M | $245K |
| 8 | TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN | PAW PAW MI | 190 | $6.5M | $198K |
| 9 | ST. MICHAEL'S, INC. ST. MICHAEL'S, INC. 401(K) PROFIT SHARING PLAN & TRUST | WOODBRIDGE VA | 109 | $10.8M | $189K |
| 10 | MIDWEST ENGINEERED SYSTEMS, INC. MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLAN | WAUKESHA WI | 152 | $15.0M | $181K |
