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 $6.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CIVES CORPORATION CIVES CORPORATION SAVINGS AND RETIREMENT PLAN | ALPHARETTA GA | 1,255 | $92.6M | $2.1M |
| 2 | KEITH & KEITH, LTD. THE KEITH CORPORATION 401(K) PLAN | CHARLOTTE NC | 147 | $21.2M | $1.2M |
| 3 | MMR GROUP, INC. MMR GROUP, INC. PROFIT SHARING PLAN | BATON ROUGE LA | 6,778 | $85.8M | $635K |
| 4 | CALMAX TECHNOLOGY, INC. CALMAX TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN | SANTA CLARA CA | 138 | $19.0M | $412K |
| 5 | PRIME CONTROLS, L.P. PRIME CONTROLS, L.P. 401(K) PROFIT SHARING PLAN | LEWISVILLE TX | 773 | $63.6M | $380K |
| 6 | AG BUSINESS SOLUTIONS LLC AG BUSINESS SOLUTIONS, LLC 401(K) PLAN | GRAND RAPIDS MI | 529 | $11.5M | $360K |
| 7 | SUNBELT GOLF CORPORATION SUNBELT GOLF CORPORATION 401K RETIREMENT PLAN | BIRMINGHAM AL | 404 | $11.1M | $355K |
| 8 | THE UNION LEAGUE CLUB THE UNION LEAGUE CLUB 401(K) PLAN | NEW YORK NY | 121 | $10.6M | $266K |
| 9 | CIVES CORPORATION CIVES CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ALPHARETTA GA | 875 | $81.6M | $226K |
| 10 | DUKE AERIAL, INC. DUKE AERIAL, INC. 401(K) PLAN | ATLANTIC IA | 273 | $17.0M | $192K |
