Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 54 retirement plans report an interest in this investment, totaling $8.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ENCORE ENTERPRISES, INC. ENCORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,716 | $8.0M | $795K |
| 2 | HARRIS CHEVROLET, II, L.L.C. HARRIS CHEVROLET 401(K) PLAN | BATON ROUGE LA | 130 | $6.1M | $734K |
| 3 | INNOVATIVE HEARTH PRODUCTS LLC INNOVATIVE HEARTH PRODUCTS LLC 401(K) PLAN | RUSSELLVILLE AL | 414 | $11.5M | $573K |
| 4 | TRM INNOVATIVE HEARTH PRODUCTS TRM INNOVATIVE HEARTH PRODUCTS 401(K) PLAN | RUSSELLVILLE AL | 220 | $11.1M | $461K |
| 5 | PEGASUS TRANSTECH, LLC PEGASUS TRANSTECH 401(K) PLAN | PHILADELPHIA PA | 187 | $6.6M | $460K |
| 6 | PHOENIX LITHOGRAPHING CORPORATION PHOENIX LITHOGRAPHING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PHILADELPHIA PA | 236 | $9.7M | $449K |
| 7 | ACCUTEC BLADES, INC. ACCUTEC BLADES, INC. 401K PLAN | VERONA VA | 208 | $12.9M | $430K |
| 8 | SUN ORCHARD LLC SUN ORCHARD LLC 401(K) PROFIT SHARING PLAN | DORAL FL | 208 | $6.8M | $386K |
| 9 | TRIAD/HOLMES ASSOCIATES TRIAD/HOLMES ASSOCIATES 401(K) PROFIT SHARING PLAN | MAMMOTH LAKES CA | 28 | — | $373K |
| 10 | HOWRY RESIDENTIAL SERVICES, INC. HOWRY RESIDENTIAL SERVICES 401(K) PLAN | ST PAUL MN | 169 | $3.1M | $349K |
