Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 43 retirement plans report an interest in this investment, totaling $2.0M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MEDICAL PROVIDER STAFFING SERVICES, PLLC NEXTCARE PROVIDERS 401(K) PLAN | TEMPE AZ | 505 | $37.4M | $199K |
| 2 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $197K |
| 3 | ILLINOIS VALLEY SURGICAL ASSOCIATES, S.C. ILLINOIS VALLEY SURGICAL ASSOCIATES PROFIT SHARING 401(K) PLAN | LITTLE CHUTE WI | 5 | — | $155K |
| 4 | ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN | KANSAS CITY MO | 557 | $21.4M | $152K |
| 5 | PENNY NEWMAN GRAIN COMPANY, INC. PENNY NEWMAN GRAIN COMPANY, INC. RETIREMENT PLAN | FRESNO CA | 183 | $21.8M | $143K |
| 6 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $115K |
| 7 | RESOLVE TOWING & SALVAGE, INC. RESOLVE MARINE GROUP 401(K) PLAN | FT. LAUDERDALE FL | 228 | $16.2M | $108K |
| 8 | U.S.T.E., INC. DBA VISTA PROFESSIONAL OUTDOOR LIGHTING VISTA PROFESSIONAL OUTDOOR LIGHTING 401(K) PROFIT SHARING PLAN | SIMI VALLEY CA | 104 | $9.3M | $95K |
| 9 | ALL WEATHER MANAGEMENT, INC. ALL WEATHER MANAGEMENT, INC. 401K PLAN | LAKEWOOD RANCH FL | 16 | $6.4M | $71K |
| 10 | PRECISION BIOSCIENCES, INC. PRECISION BIOSCIENCES, INC. 401(K) PLAN | DURHAM NC | 113 | $19.1M | $68K |
