Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $9.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PREMIER AUTOMOTIVE MANAGEMENT, LLC PREMIER AUTOMOTIVE RETIREMENT PLAN | NEW ORLEANS LA | 1,841 | $37.0M | $2.9M |
| 2 | PREMIER AUTOMOTIVE MANAGEMENT, LLC PREMIER AUTOMOTIVE RETIREMENT PLAN | NEW ORLEANS LA | 1,555 | $23.2M | $2.1M |
| 3 | PHOENIX LITHOGRAPHING CORPORATION PHOENIX LITHOGRAPHING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PHILADELPHIA PA | 236 | $9.7M | $1.3M |
| 4 | TEDIA COMPANY, LLC TEDIA COMPANY, LLC 401(K) PLAN | FAIRFIELD OH | 82 | $6.6M | $701K |
| 5 | HOLIDAY BUILDERS, INC. HOLIDAY BUILDERS, INC. 401(K) PLAN AND TRUST | MELBOURNE FL | 198 | $5.4M | $543K |
| 6 | HOWRY RESIDENTIAL SERVICES, INC. HOWRY RESIDENTIAL SERVICES 401(K) PLAN | ST PAUL MN | 169 | $3.1M | $314K |
| 7 | AMERICAN FURNITURE MANUFACTURING, INC. AMERICAN FURNITURE MANUFACTURING, INC. 401(K) PLAN | PONTOTOC MS | 369 | $3.2M | $309K |
| 8 | SUN ORCHARD LLC SUN ORCHARD LLC 401(K) PROFIT SHARING PLAN | DORAL FL | 208 | $6.8M | $305K |
| 9 | PREWETT ENTERPRISES, INC. DBA B & P ENTERPRISES B & P ENTERPRISES 401(K) PLAN | WALLS MS | 232 | $2.4M | $208K |
| 10 | YUMI ICE CREAM CO., INC. YUMI ICE CREAM CO., INC. 401(K) PLAN | THE COLONY TX | 367 | $2.4M | $197K |
