Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $10.7M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BARNESVILLE HOSPITAL ASSOCIATION INC. BARNESVILLE HOSPITAL ASSOCIATION, INC. RETIREMENT PLAN | BARNESVILLE OH | 51 | $4.0M | $1.9M |
| 2 | PERFETTI VAN MELLE USA INC. PERFETTI VAN MELLE, INC. 401(K) PLAN AND TRUST | ERLANGER KY | 1,162 | $91.6M | $1.9M |
| 3 | STEPHEN CHELBAY COMPANY STEPHEN CHELBAY COMPANY CASH ACCOUNT PENSION PLAN | SAN JOSE CA | 13 | $2.3M | $847K |
| 4 | MOSSY NISSAN INC MOSSY COMPANIES SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 853 | $55.6M | $828K |
| 5 | MARCEGAGLIA USA, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF MARCEGAGLIA USA, INC. | RICHBURG SC | 0 | $2.9M | $796K |
| 6 | BANK OF LUXEMBURG BANK OF LUXEMBURG EMPLOYEES' RETIREMENT SAVINGS PLAN | LUXEMBURG WI | 101 | $14.1M | $768K |
| 7 | EAGLE ALLOY, INC. EAGLE ALLOY, INC. 401(K) PROFIT SHARING PLAN | MUSKEGON MI | 298 | $15.6M | $635K |
| 8 | TRECORA LLC TRECORA LLC 401(K) PLAN | THE WOODLANDS TX | 273 | $39.8M | $561K |
| 9 | THE DURHAM CO. THE DURHAM COMPANY RETIREMENT SAVINGS PLAN | LEBANON MO | 862 | $44.2M | $558K |
| 10 | EXCELL MARKETING, L.C. EXCELL MARKETING, L.C. PROFIT SHARING PLAN | DES MOINES IA | 489 | $29.6M | $467K |
