Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 43 retirement plans report an interest in this investment, totaling $6.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES, INC. PENSION PLAN FOR HOURLY EMPLOYEES | FORT WASHINGTON PA | 68 | $8.0M | $1.0M |
| 2 | BURLINGTON AUTOMOTIVE GROUP BURLINGTON AUTOMOTIVE GROUP PROFIT SHARING PLAN | BURLINGTON NJ | 334 | $14.7M | $548K |
| 3 | RHINO LININGS USA, INC. RHINO LININGS 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 97 | $13.8M | $502K |
| 4 | TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP 401(K) RETIREMENT PLAN | HAWTHORNE NY | 163 | $39.7M | $487K |
| 5 | LOUISIANA PUBLIC HEALTH INSTITUTE LOUISIANA PUBLIC HEALTH INSTITUTE 401(K) PLAN | NEW ORLEANS LA | 60 | $9.2M | $426K |
| 6 | FIRST OF WAVERLY CORPORATION FIRST OF WAVERLY EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN & TRUST AGREEMENT | WAVERLY IA | 86 | — | $413K |
| 7 | VALLEY FORGE & BOLT MFG. CO. VALLEY FORGE & BOLT MFG. 401K RETIREMENT PLAN | PHOENIX AZ | 100 | $9.2M | $370K |
| 8 | AMERICAN PHOENIX, INC. AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN | EAU CLAIRE WI | 308 | $7.6M | $330K |
| 9 | M&E CONTRACTORS, INC. M&E CONTRACTORS, INC. 401(K) PLAN | RICHMOND VA | 121 | $9.7M | $325K |
| 10 | AERSALE AERSALE 401(K) PLAN | DORAL FL | 681 | $25.0M | $309K |
