Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $10.9M 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 | $5.1M |
| 2 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE POOLED EMPLOYER PLAN | CLEARWATER FL | 1,360 | — | $2.2M |
| 3 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $751K |
| 4 | CANISIUS HIGH SCHOOL CANISIUS HIGH SCHOOL 401(K) RETIREMENT PLAN | BUFFALO NY | 90 | $13.3M | $471K |
| 5 | BENEFITS ASSURANCE, LLC BENEFITS ASSURANCE 401(K) PLAN | PLANO TX | 318 | $12.0M | $410K |
| 6 | UNITED EMPLOYEE SERVICES, INC. UNITED EMPLOYEE SERVICES 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 708 | $19.0M | $361K |
| 7 | TRIANGLE CHEMICAL COMPANY TRIANGLE CHEMICAL PROFIT SHARING 401(K) PLAN | MACON GA | 242 | $56.4M | $338K |
| 8 | NISIVOCCIA LLP NISIVOCCIA LLP 401(K) PLAN | MT. ARLINGTON NJ | 142 | $35.1M | $239K |
| 9 | TEXAS EXCAVATION SAFETY SYSTEM INC. TEXAS EXCAVATION SAFETY SYSTEM, INC. RETIREMENT SAVINGS PLAN | RICHARDSON TX | 259 | $10.3M | $221K |
| 10 | NAGARRO, INC. NAGARRO 401(K) PLAN | SAN JOSE CA | 576 | $6.4M | $204K |
