Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $69.9M 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 THE HRSA-ILA ANNUITY & SAVINGS PLAN HRSA-ILA ANNUITY & SAVINGS PLAN | NORFOLK VA | 2,948 | $254.3M | $28.4M |
| 2 | MARQUETTE BANK MARQUETTE BANK EMPLOYEE SAVINGS & RETIREMENT PLAN | ORLAND PARK IL | 354 | $51.1M | $9.5M |
| 3 | BAYVIEW PHYSICIAN SERVICES , P.C. BAYVIEW PHYSICIAN SERVICES, P.C. 401K PROFIT SHARING PLAN | CHESAPEAKE VA | 271 | $112.9M | $7.0M |
| 4 | IVES BANK IVES BANK SAVINGS PLAN | DANBURY CT | 191 | $25.8M | $4.0M |
| 5 | COOPER REALTY COMPANY COOPER COMPANIES 401(K) SAVINGS AND RETIREMENT PLAN | MEMPHIS TN | 865 | $24.6M | $3.3M |
| 6 | NEBRASKALAND TIRE, INC. NEBRASKALAND/KANSASLAND RETIREMENT PLAN | LEXINGTON NE | 414 | $16.2M | $3.1M |
| 7 | IVES BANK SAVINGS BANK OF DANBURY TRUSTEED PENSION PLAN | DANBURY CT | 28 | $36.0M | $3.1M |
| 8 | ALLIANCE BANK ALLIANCE BANK RETIREMENT PLAN | ST PAUL MN | 107 | $22.9M | $2.3M |
| 9 | OKLAHOMA STEEL & WIRE COMPANY, INC. OKLAHOMA STEEL & WIRE CO., INC. 401(K) PROFIT SHARING RETIREMENT PLAN | MADILL OK | 595 | $21.3M | $2.2M |
| 10 | ALTRON AUTOMATION GROUP, INC. ALTRON AUTOMATION GROUP, INC. 401(K) RETIREMENT PLAN | HUDSONVILLE MI | 103 | $16.0M | $1.2M |
