Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $44.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | VITECH SYSTEMS GROUP VITECH SYSTEMS SUB, LLC 401(K) PLAN | NEW YORK NY | 412 | $101.1M | $10.6M |
| 2 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL RETIREMENT ASSISTANCE PLAN | YONKERS NY | 233 | $148.0M | $6.9M |
| 3 | GRISWOLD INDUSTRIES GRISWOLD INDUSTRIES 401(K) PROFIT SHARING RETIREMENT PLAN | COSTA MESA CA | 482 | $62.6M | $4.3M |
| 4 | HMA GROUP HOLDINGS, LLC HMA GROUP HOLDINGS, LLC 401(K) PLAN | DES MOINES IA | 1,261 | $245.4M | $4.3M |
| 5 | GARRIS-EVANS LUMBER COMPANY, INC. GARRIS-EVANS LUMBER COMPANY, INC. | GREENVILLE NC | 133 | $14.9M | $2.8M |
| 6 | BACKROADS, INC. BACKROADS, INC. 401(K) PROFIT SHARING PLAN | BERKELEY CA | 476 | $44.1M | $2.4M |
| 7 | TRECORA LLC TRECORA LLC 401(K) PLAN | THE WOODLANDS TX | 273 | $39.8M | $2.2M |
| 8 | EASTERN SAVINGS BANK EASTERN SAVINGS BANK SAVINGS PLAN | HUNT VALLEY MD | 86 | $39.1M | $1.8M |
| 9 | EXCELL MARKETING, L.C. EXCELL MARKETING, L.C. PROFIT SHARING PLAN | DES MOINES IA | 489 | $29.6M | $1.8M |
| 10 | ACCESS INTELLIGENCE LLC ACCESS INTELLIGENCE LLC 401(K) PLAN | ROCKVILLE MD | 183 | $35.2M | $1.5M |
