Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $3.1M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.2M |
| 2 | TEP HOLDINGS, LLC TEP HOLDINGS 401(K) PLAN | RALEIGH NC | 979 | $38.9M | $554K |
| 3 | ARCTIC SLOPE NATIVE ASSOCIATION, LTD. ASNA RETIREMENT PLAN | BARROW AK | 357 | $45.5M | $503K |
| 4 | PUSHPAY USA, INC. PUSHPAY RETIREMENT PLAN | REDMOND WA | 425 | $29.0M | $166K |
| 5 | STALEY, INC. STALEY, INC. 401(K) PROFIT SHARING PLAN | LITTLE ROCK AR | 116 | $4.7M | $154K |
| 6 | GILSON GRAPHICS, INC. GILSON GRAPHICS RETIREMENT SAVINGS AND PROFIT-SHARING PLAN | GRAND RAPIDS MI | 196 | $9.1M | $114K |
| 7 | RJD HOLDINGS, LLC DBA ANDERSON AUTO GROUP ANDERSON AUTO GROUP 401(K) PLAN | LAKE HAVASU CITY AZ | 380 | $5.5M | $105K |
| 8 | ST. AUGUSTINE PREPARATORY ACADEMY, INC. ST. AUGUSTINE PREP RETIREMENT PLAN | MILWAUKEE WI | 226 | $6.7M | $56K |
| 9 | EMPOWER BRANDS FRANCHISING, LLC EMPOWER BRANDS FRANCHISING, LLC 401(K) RETIREMENT PLAN | ALPHARETTA GA | 437 | $9.4M | $50K |
| 10 | CHARTER ONE, LLC CHARTER ONE 401(K) PLAN | MESA AZ | 3,141 | $23.2M | $44K |
