Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 84 retirement plans report an interest in this investment, totaling $4.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin ORG EMG Mkts SEP Acct-z, Prin ORG EMG Mkts SEP Acct. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HI-LEX HI-LEX EMPLOYEES RETIREMENT SAVINGS PLAN | LITCHFIELD MI | 1,245 | $64.7M | $1.1M |
| 2 | SUMMIT FEDERAL CREDIT UNION THE SUMMIT FEDERAL CREDIT UNION PENSION PLAN | ROCHESTER NY | 194 | $34.0M | $444K |
| 3 | RATP DEV USA, INC. DURHAM RETIREMENT PLAN | FORT WORTH TX | 196 | $18.5M | $434K |
| 4 | RATP DEV USA, INC. DURHAM RETIREMENT PLAN | FORT WORTH TX | 196 | $18.5M | $434K |
| 5 | ITS, INC. ITS, INC. PENSION PLAN | JOHNSTON IA | 227 | $63.6M | $350K |
| 6 | THE SUMMIT SCHOOL SUMMIT SCHOOL AT NYACK RETIREMENT PLAN | UPPER NYACK NY | 135 | $13.9M | $333K |
| 7 | AB MAURI FOOD INC AB MAURI FOOD INC. RETIREMENT PLAN | ST LOUIS MO | 26 | $27.1M | $329K |
| 8 | THE SUMMIT SCHOOL SUMMIT SCHOOL RETIREMENT PLAN | JAMAICA ESTATES NY | 87 | $12.2M | $293K |
| 9 | RHINEBECK BANK THE RETIREMENT PLAN OF RHINEBECK SAVINGS BANK | POUGHKEEPSIE NY | 29 | $19.0M | $286K |
| 10 | MAUL TECHNOLOGY, A DIVISION OF VHC, LTD. MAUL TECHNOLOGY PENSION PLAN | WINCHESTER IN | 1 | $7.7M | $274K |
