Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 44 retirement plans report an interest in this investment, totaling $980K in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PREMIER AUTOMOTIVE MANAGEMENT, LLC PREMIER AUTOMOTIVE RETIREMENT PLAN | NEW ORLEANS LA | 1,555 | $23.2M | $158K |
| 2 | PREMIER AUTOMOTIVE MANAGEMENT, LLC PREMIER AUTOMOTIVE RETIREMENT PLAN | NEW ORLEANS LA | 1,841 | $37.0M | $146K |
| 3 | NETGAIN TECHNOLOGY, LLC. NETGAIN TECHNOLOGY 401K/PROFIT SHARING PLAN | MINNETONKA MN | 85 | $7.8M | $121K |
| 4 | TEDIA COMPANY, LLC TEDIA COMPANY, LLC 401(K) PLAN | FAIRFIELD OH | 82 | $6.6M | $111K |
| 5 | HOLLADAY BANK & TRUST HOLLADAY BANK & TRUST 401(K) PROFIT SHARING PLAN AND TRUST | HOLLADAY UT | 7 | — | $85K |
| 6 | VUTEX, INC. VUTEX, INC. 401(K) PLAN | SAN ANTONIO TX | 522 | $6.2M | $67K |
| 7 | CHECKMARX INC CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST | PARAMUS NJ | 156 | $16.3M | $55K |
| 8 | MIDLAND INDUSTRIAL SERVICE, LLC MIDLAND LLC RETIREMENT PLAN | ELKINS AR | 243 | $5.5M | $44K |
| 9 | INFRASTRUCTURE REHABILITATION, U.S.A., INC. INFRASTRUCTURE REHABILITATION, U.S.A., INC. PROFIT SHARING / 401(K) PLAN | SHREVEPORT LA | 5 | — | $36K |
| 10 | NEIGHBORHOOD CHARTER SCHOOLS NEIGHBORHOOD CHARTER SCHOOLS 401(K) PLAN | NEW YORK NY | 190 | $5.1M | $29K |
