Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 49 retirement plans report an interest in this investment, totaling $1.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | INNOVATIVE HEARTH PRODUCTS LLC INNOVATIVE HEARTH PRODUCTS LLC 401(K) PLAN | RUSSELLVILLE AL | 414 | $11.5M | $318K |
| 2 | PREMIER AUTOMOTIVE MANAGEMENT, LLC PREMIER AUTOMOTIVE RETIREMENT PLAN | NEW ORLEANS LA | 1,841 | $37.0M | $281K |
| 3 | PREMIER AUTOMOTIVE MANAGEMENT, LLC PREMIER AUTOMOTIVE RETIREMENT PLAN | NEW ORLEANS LA | 1,555 | $23.2M | $160K |
| 4 | TRENMOR LLC DBA LINESIGHT LINESIGHT 401(K) PLAN | NEW YORK NY | 224 | $6.4M | $115K |
| 5 | TRM INNOVATIVE HEARTH PRODUCTS TRM INNOVATIVE HEARTH PRODUCTS 401(K) PLAN | RUSSELLVILLE AL | 220 | $11.1M | $95K |
| 6 | THE WINROCK GROUP, INC. THE WINROCK GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LITTLE ROCK AR | 339 | $10.8M | $90K |
| 7 | HENRY RAC HOLDING CORP HENRY 401(K) PLAN | RICE LAKE WI | 835 | $9.2M | $63K |
| 8 | A & B PACKING EQUIPMENT, INC. A & B PACKING 401(K) PLAN | LAWRENCE MI | 83 | $3.2M | $59K |
| 9 | ENCORE ENTERPRISES, INC. ENCORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,716 | $8.0M | $57K |
| 10 | CHIEF IOWA INVESTMENT CORPORATION CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST | MONTEZUMA IA | 5 | — | $47K |
