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 $16.0M 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 | $2.4M |
| 2 | INDEPENDENT PROJECT ANALYSIS, INC. INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN | ASHBURN VA | 127 | $49.1M | $1.9M |
| 3 | DYNABRADE, INC. DYNABRADE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CLARENCE NY | 182 | $40.9M | $1.4M |
| 4 | WATTS ARCHITECTURE & ENGINEERING, D.P.C. WATTS ARCHITECTURE & ENGINEERING, D.P.C. RETIREMENT SAVINGS PLAN | BUFFALO NY | 71 | $12.5M | $1.1M |
| 5 | LORUSSO CORPORATION LORUSSO CORPORATION 401(K) RETIREMENT PLAN | PLAINVILLE MA | 99 | $18.8M | $860K |
| 6 | KEG 1 MISSOURI, LLC K1 MISSOURI RETIREMENT SAVINGS PLAN | EARTH CITY MO | 192 | $8.9M | $694K |
| 7 | PLANMECA USA, INC. PLANMECA USA, INC. AND PLANMED 401(K) PLAN | HOFFMAN ESTATES IL | 242 | $23.2M | $692K |
| 8 | VALLEY ELECTRIC COMPANY OF MT. VERNON VALLEY ELECTRIC CO. OF MT. VERNON 401(K) PROFIT SHARING PLAN | EVERETT WA | 119 | $17.0M | $570K |
| 9 | PCI STAFF LEASING, INC. 401(K) RETIREMENT SAVINGS PLAN | PARK RIDGE NJ | 303 | $20.8M | $548K |
| 10 | SMC GLOBAL HOLDINGS, INC SMC GLOBAL HOLDINGS, INC. SAVINGS PLAN AND TRUST | ST MARYS PA | 70 | $7.8M | $483K |
