Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 75 retirement plans report an interest in this investment, totaling $16.4M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $4.0M |
| 2 | APERION CARE, INC. APERION CARE 401(K) & PROFIT SHARING PLAN | LINCOLNWOOD IL | 4,396 | $13.8M | $1.5M |
| 3 | PIPELINE HEALTH SYSTEM HOLDINGS, LLC PIPELINE HEALTH SYSTEM 401(K) PLAN | EL SEGUNDO CA | 1,779 | $76.0M | $1.4M |
| 4 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $901K |
| 5 | AMERICAN WORKBOATS, INC. AMERICAN MARINE SERVICES GROUP 401(K) PROFIT SHARING PLAN | HONOLULU HI | 123 | $12.4M | $774K |
| 6 | VECTOR MEDIA VECTOR MEDIA 401(K) PLAN | NEW YORK NY | 149 | $12.2M | $771K |
| 7 | CENTRAL CALIFORNIA CHILD DEV. SERVICES, INC. CENTRAL CALIFORNIA CHILD DEV. SERV. INC. RETIREMENT SAVINGS PLAN | CERES CA | 262 | $11.3M | $752K |
| 8 | PRINTING INDUSTRIES ASSOCIATION, INC. GRAPHIC COMMUNICATIONS 401(K) PLAN | LOS ANGELES CA | 506 | $20.1M | $571K |
| 9 | HARVEY & MADDING, INC. HARVEY 401(K) PLAN | DUBLIN CA | 307 | $22.4M | $483K |
| 10 | JOHN MULLEN & CO., INC. JOHN MULLEN & CO. INC. 401(K) RETIREMENT SAVINGS PLAN - PLAN A | HONOLULU HI | 77 | $9.3M | $399K |
