Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $7.3M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF CONCRETE BLOCK EMPLOYERS TR CONCRETE BLOCK EMPLOYERS PENSION PLAN | SUN VALLEY CA | 195 | $22.9M | $1.1M |
| 2 | NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN | DOUGLAS WY | 123 | $27.2M | $1.1M |
| 3 | WSB LLC |
MINNEAPOLIS MN |
| 1,492 |
| $156.2M |
| $918K |
| 4 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 491 | $42.9M | $606K |
| 5 | UNCLE DONALD'S RESTAURANTS, LLC HUEY'S INVESTMENT PLAN | MEMPHIS TN | 411 | $12.5M | $546K |
| 6 | AMERICAN PULVERIZER COMPANY AMERICAN PULVERIZER COMPANY/HUSTLER CONVEYOR EMPLOYEES' PROFIT SHARING & 401(K) PLAN | ST. LOUIS MO | 128 | $15.3M | $494K |
| 7 | NORTHWEST GEORGIA ONCOLOGY CENTERS, P.C. NORTHWEST GEORGIA ONCOLOGY CENTERS, P.C. 401(K) PLAN | MARIETTA GA | 163 | $42.9M | $494K |
| 8 | ALLEN ORGAN COMPANY LLC ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN | MACUNGIE PA | 124 | $19.1M | $390K |
| 9 | DRILLING FLUIDS TECHNOLOGY, INC. DRILLING FLUIDS TECHNOLOGY SAVINGS INCENTIVE PLAN | BOOKER TX | 69 | — | $324K |
| 10 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 230 | $62.0M | $250K |
