Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 73 retirement plans report an interest in this investment, totaling $29.3M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PERFETTI VAN MELLE USA INC. PERFETTI VAN MELLE, INC. 401(K) PLAN AND TRUST | ERLANGER KY | 1,162 | $91.6M | $5.5M |
| 2 | RED LIGHT MANAGEMENT, LLC RED LIGHT MANAGEMENT, LLC 401(K) PLAN | CHARLOTTESVILLE VA | 296 | $35.1M | $1.9M |
| 3 | ISLAND HOSPITALITY MANAGEMENT, LLC ISLAND HOSPITALITY MANAGEMENT, LLC 401(K) SAFE HARBOR PLAN | WEST PALM BEACH FL | 2,316 | $33.2M | $1.9M |
| 4 | TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP 401(K) RETIREMENT PLAN | HAWTHORNE NY | 163 | $39.7M | $1.7M |
| 5 | THE DURHAM CO. THE DURHAM COMPANY RETIREMENT SAVINGS PLAN | LEBANON MO | 862 | $44.2M | $1.4M |
| 6 | ORION ASSOCIATES/MERIDIAN SERVICES, INC. ORION ASSOCIATES/MERIDIAN SERVICES, INC. 401(K) RETIREMENT PLAN | GOLDEN VALLEY MN | 682 | $14.1M | $1.4M |
| 7 | INDEPENDENT PROJECT ANALYSIS, INC. INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN | ASHBURN VA | 127 | $49.1M | $1.1M |
| 8 | W R SYSTEMS, LTD. W R SYSTEMS, LTD 401(K) PLAN | FAIRFAX VA | 379 | $64.0M | $962K |
| 9 | CHARLES SARGENT IRRIGATION, INC. THE SARGENT COMPANIES 401(K) PLAN | BROKEN BOW NE | 167 | $17.8M | $767K |
| 10 | REPUBLIC SCHOOLS, INC. REPUBLIC SCHOOLS 401(K) PLAN | NASHVILLE TN | 217 | $2.7M | $720K |
