Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 171 retirement plans report an interest in this investment, totaling $13.3M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SEA, LTD. SEA, LTD. 401K PLAN | COLUMBUS OH | 326 | $87.8M | $1.5M |
| 2 | ARROW DENTAL, PLLC ARROW DENTAL 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 402 | $36.0M | $770K |
| 3 | MIAMI HEAT LIMITED PARTNERSHIP MIAMI HEAT LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | MIAMI FL | 507 | $61.0M | $659K |
| 4 | KOOPMAN LUMBER COMPANY, INC. KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN | WHITINSVILLE MA | 381 | $29.6M | $586K |
| 5 | TEAM HORNER GROUP, INC. TEAM HORNER 401(K) PROFIT SHARING PLAN | FT. LAUDERDALE FL | 472 | $36.9M | $531K |
| 6 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $444K |
| 7 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $428K |
| 8 | UNITED FOOTWEAR GROUP UNITED FOOTWEAR GROUP PROFIT SHARING PLAN | BROOKLYN NY | 24 | — | $389K |
| 9 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 213 | $58.6M | $346K |
| 10 | PENNY NEWMAN GRAIN COMPANY, INC. PENNY NEWMAN GRAIN COMPANY, INC. RETIREMENT PLAN | FRESNO CA | 183 | $21.8M | $339K |
