Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $778.1M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL VETERINARY ASSOCIATES, INC. NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 49,760 | $809.2M | $85.5M |
| 2 | GRUMA CORPORATION GRUMA CORPORATION RETIREMENT SAVINGS PLAN | IRVING TX | 8,855 | $346.0M | $46.5M |
| 3 | AFFINITY GROUP, INC. AFFINITY GROUP, INC. RETIREMENT PLAN | SOUTHBRIDGE MA | 208 | $49.2M | $6.7M |
| 4 | PLUMBERS AND PIPEFITTERS LOCAL NO 104 PLUMBERS AND PIPEFITTERS LOCAL NO. 104 ANNUITY FUND | HOLYOKE MA | 334 | $84.2M | $6.1M |
| 5 | VITAQUEST INTERNATIONAL LLC VITAQUEST INTERNATIONAL LLC 401(K) SAVINGS PLAN | WEST CALDWELL NJ | 627 | $65.8M | $5.1M |
| 6 | THE RADIO FLYER COMPANY RADIO FLYER 401(K) PLAN | CHICAGO IL | 90 | $34.7M | $5.1M |
| 7 | IVES BANK IVES BANK SAVINGS PLAN | DANBURY CT | 191 | $25.8M | $4.2M |
| 8 | MILLSTONE WEBER, LLC MILLSTONE WEBER, LLC RETIREMENT SAVINGS PLAN | ST. CHARLES MO | 132 | $29.7M | $4.1M |
| 9 | CRUZ ASSOCIATES, INC. CRUZ ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YORKTOWN VA | 296 | $30.6M | $3.4M |
| 10 | JFK INTERNATIONAL AIR TERMINAL JFK INTERNATIONAL AIR TERMINAL LLC EMPLOYEES 401(K) SAVINGS & PROFIT SHARING PLAN | JAMAICA NY | 148 | $30.7M | $3.3M |
