Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 126 retirement plans report an interest in this investment, totaling $59.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THIRD FEDERAL SAVINGS AND LOAN ASSOCIATION OF CLEVELAND THIRD FEDERAL 401(K) SAVINGS PLAN | CLEVELAND OH | 927 | $204.6M | $9.1M |
| 2 | BRUKER CORPORATION BRUKER 401(K) PLAN | BILLERICA MA | 2,160 | $403.3M | $4.3M |
| 3 | MAXIM GROUP, LLC MAXIM GROUP, LLC 401(K) PLAN | WOODBURY NY | 173 | $78.0M | $3.1M |
| 4 | FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL 401(K) SAVINGS PLAN | LINCOLN NE | 341 | $81.4M | $2.6M |
| 5 | THIEMAN QUALITY METAL FAB INC. THIEMAN QUALITY METAL FAB INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | NEW BREMEN OH | 157 | $26.0M | $2.3M |
| 6 | LAKE REGIONAL HEALTH SYSTEM LAKE REGIONAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN | OSAGE BEACH MO | 1,452 | $116.8M | $2.3M |
| 7 | TERRA HOLDINGS DBA BHS HOLDINGS, LLC TERRA HOLDINGS 401(K) PLAN | NEW YORK NY | 429 | $64.8M | $2.1M |
| 8 | BANK ADMINISTRATION INSTITUTE BAI SMART PLAN | CHICAGO IL | 122 | $42.2M | $1.7M |
| 9 | PREIN & NEWHOF PREIN&NEWHOF, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | GRAND RAPIDS MI | 154 | $59.8M | $1.5M |
| 10 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON DC | 210 | $22.3M | $1.2M |
