Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 41 retirement plans report an interest in this investment, totaling $26.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Massmutual Overseas I, Massmutual Overseas, Massmutual Overseas A, Massmutual Overseas SVC. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $4.3M |
| 2 | NOVUS INTERNATIONAL, INC. NOVUS INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | CHESTERFIELD MO | 244 | $88.9M | $4.1M |
| 3 | SEKISUI KYDEX, LLC SEKISUI KYDEX, LLC, ET AL RETIREMENT PLAN | BLOOMSBURG PA | 400 | $39.4M | $3.0M |
| 4 | GORTON'S INC. SAVINGS PLAN FOR SALARIED EMPLOYEES OF GORTON'S | GLOUCESTER MA | 187 | $95.3M | $2.6M |
| 5 | SEKISUI VOLTEK, LLC SEKISUI VOLTEK, LLC RETIREMENT PLAN | COLDWATER MI | 69 | $32.8M | $2.5M |
| 6 | MORTGAGE BANKERS ASSOCIATION THE MORTGAGE BANKERS ASSOCIATION 401(K) SAVINGS PLAN | WASHINGTON DC | 158 | $77.5M | $2.1M |
| 7 | LAKESIDE INDUSTRIES INC. LAKESIDE INDUSTRIES INC. EMPLOYEE SAVINGS PLAN | ISSAQUAH WA | 175 | $72.3M | $1.5M |
| 8 | BARRDAY CORP. BARRDAY CORP. 401(K) PLAN | CHARLOTTE NC | 163 | $15.2M | $1.2M |
| 9 | PEOPLESBANK PEOPLESBANK 401(K) PLAN | HOLYOKE MA | 315 | $68.9M | $1.2M |
| 10 | COPELAND BUHL & COMPANY PLLP COPELAND BUHL & COMPANY, PLLP PROFIT SHARING PLAN | PLYMOUTH MN | 111 | $23.4M | $536K |
