Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 57 retirement plans report an interest in this investment, totaling $62.4M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | JOHNSON HEALTH TECH NORTH AMERICA, INC. JHT 401(K) PLAN | COTTAGE GROVE WI | 1,376 | $86.6M | $5.8M |
| 2 | SMS INFOCOMM CORPORATION WISTRON 401(K) PLAN | GRAPEVINE TX | 1,048 | $37.2M | $5.3M |
| 3 | SMITH ELLIOTT KEARNS & COMPANY, LLC SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | HAGERSTOWN MD | 201 | $47.3M | $4.5M |
| 4 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $3.9M |
| 5 | KOWA PHARMACEUTICALS AMERICA, INC. KOWA PHARMACEUTICALS AMERICA, INC. 401(K) PLAN | MONTGOMERY AL | 215 | $37.5M | $3.5M |
| 6 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY TX | 76 | $66.0M | $3.5M |
| 7 | NOVUM HOLDINGS LLC NOVUM STRUCTURES, LLC 401(K) RETIREMENT PLAN | MENOMONEE FALLS WI | 95 | $24.4M | $2.6M |
| 8 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $2.6M |
| 9 | OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN | MORRISTOWN NJ | 139 | $31.6M | $2.3M |
| 10 | PRESBYTERIAN DAY SCHOOL PRESBYTERIAN DAY SCHOOL RETIREMENT PLAN | MEMPHIS TN | 101 | $13.7M | $2.2M |
