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 $8.1M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CITIZENS BANK OF LAS CRUCES CITIZENS BANK OF LAS CRUCES EMPLOYEE STOCK OWNERSHIP & PROFIT SHARING PLAN | LAS CRUCES NM | 100 | $44.8M | $1.4M |
| 2 | DYNABRADE, INC. DYNABRADE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CLARENCE NY | 182 | $40.9M | $1.3M |
| 3 | ALBINA HEAD START INCORPORATED ALBINA HEAD START PENSION PLAN | PORTLAND OR | 207 | $5.2M | $1.1M |
| 4 | COLLINSON, INC COLLINSON, INC. 401(K) PROFIT SHARING PLAN | PLANO TX | 156 | $11.7M | $617K |
| 5 | PCI STAFF LEASING, INC. 401(K) RETIREMENT SAVINGS PLAN | PARK RIDGE NJ | 303 | $20.8M | $530K |
| 6 | PLANMECA USA, INC. PLANMECA USA, INC. AND PLANMED 401(K) PLAN | HOFFMAN ESTATES IL | 242 | $23.2M | $303K |
| 7 | SMC GLOBAL HOLDINGS, INC SMC GLOBAL HOLDINGS, INC. SAVINGS PLAN AND TRUST | ST MARYS PA | 70 | $7.8M | $274K |
| 8 | ET INVESTMENTS, LLC ET INVESTMENTS, LLC 401(K) PLAN | PARKER CO | 362 | $18.6M | $272K |
| 9 | STAFFORD-SMITH INC STAFFORD-SMITH, INC. RETIREMENT AND SALARY DEFERRAL PLAN | KALAMAZOO MI | 310 | $13.4M | $270K |
| 10 | TEXAS BOOK COMPANY TEXAS BOOK COMPANY SAVINGS AND PROFIT SHARING PLAN | GREENVILLE TX | 83 | $6.6M | $261K |
