Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 67 retirement plans report an interest in this investment, totaling $3.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | FIRST STATE BANK FIRST STATE BANK 401(K) PROFIT SHARING PLAN | MENDOTA IL | 196 | $42.3M | $420K |
| 2 | GREATER SAN ANTONIO EMERGENCY PHYSICIANS, P.A. GSEP RETIREMENT PLAN | SAN ANTONIO TX | 80 | $40.6M | $323K |
| 3 | BENCHMARK DIGITAL PARTNERS, LLC BENCHMARK DIGITAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | MASON OH | 184 | $17.7M | $318K |
| 4 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $248K |
| 5 | ROSEN PUBLISHING GROUP INC. ROSEN PUBLISHING GROUP 401(K) PLAN | NEW YORK NY | 62 | $10.0M | $210K |
| 6 | NORWICH COMMERCIAL GROUP, INC NORWICH COMMERCIAL GROUP, INC. 401(K) PLAN | AVON CT | 88 | $8.3M | $123K |
| 7 | TEP HOLDINGS, LLC TEP HOLDINGS 401(K) PLAN | RALEIGH NC | 979 | $38.9M | $115K |
| 8 | GREGG YOUNG CHEVROLET, INC. GREGG YOUNG AUTOMOTIVE GROUP 401(K) PLAN | OMAHA NE | 447 | $15.9M | $113K |
| 9 | THE ALLIANCE GROUP ALLIANCE GROUP RETIREMENT PLAN | CHANDLER AZ | 1,609 | $21.8M | $110K |
| 10 | COMBUSTION SCIENCE & ENGINEERING, INC. COMBUSTION SCIENCE & ENGINEERING, INC. 401(K) PLAN | COLUMBIA MD | 15 | — | $106K |
