Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 133 retirement plans report an interest in this investment, totaling $15.5M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BALL HEALTHCARE SERVICES, INC. BALL HEALTHCARE SERVICES, INC. 401(K) RETIREMENT PLAN | MOBILE AL | 761 | $18.4M | $1.6M |
| 2 | THE DURHAM CO. THE DURHAM COMPANY RETIREMENT SAVINGS PLAN | LEBANON MO | 862 | $44.2M | $1.0M |
| 3 | EXCELL MARKETING, L.C. EXCELL MARKETING, L.C. PROFIT SHARING PLAN | DES MOINES IA | 489 | $29.6M | $595K |
| 4 | WESTSTAR MORTGAGE CORPORATION WESTSTAR MORTGAGE CORPORATION 401(K) SAVINGS PLAN | ALBUQUERQUE NM | 114 | $17.3M | $498K |
| 5 | PALMETTO EXTERMINATORS, LLC PALMETTO EXTERMINATORS, LLC 401(K) PLAN | CHARLESTON SC | 416 | $17.2M | $415K |
| 6 | PALMETTO EXTERMINATORS, INC. PALMETTO EXTERMINATORS, INC. 401(K) PLAN | CHARLESTON SC | 140 | $10.4M | $396K |
| 7 | SAMUEL ENGINEERING, INC. SAMUEL ENGINEERING, INC. 401(K) SAVINGS PLAN | GREENWOOD VILLAGE CO | 512 | $28.6M | $389K |
| 8 | JOHN C. GRIMBERG CO. INC. JOHN C. GRIMBERG CO. INC. 401(K) RETIREMENT SAVINGS PLAN | ROCKVILLE MD | 116 | $22.3M | $380K |
| 9 | HEBCO, INC. HEBCO, INC. RETIREMENT PLAN | OKLAHOMA CITY OK | 128 | $13.8M | $369K |
| 10 | LANE'S END FARM W.S. FARISH DBA LANE'S END FARM 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 83 | $12.5M | $305K |
