Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 195 retirement plans report an interest in this investment, totaling $78.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TRAM, INC. TRAM, INC. 401(K) RETIREMENT PLAN | PLYMOUTH MI | 1,403 | $148.7M | $4.0M |
| 2 | CIVES CORPORATION CIVES CORPORATION SAVINGS AND RETIREMENT PLAN | ALPHARETTA GA | 1,255 | $92.6M | $2.8M |
| 3 | BALLINGER COMPANY BALLINGER COMPANY 401(K) PLAN | PHILADELPHIA PA | 225 | $57.4M | $2.6M |
| 4 | PROFESSIONAL OFFICE SERVICES, INC. PROFESSIONAL OFFICE SERVICES, INC. 401(K) PLAN | WATERLOO IA | 237 | $54.3M | $2.5M |
| 5 | MOSSY NISSAN INC MOSSY COMPANIES SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 853 | $55.6M | $2.2M |
| 6 | WEST BANCORPORATION, INC. WEST BANCORPORATION, INC. EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN | WEST DES MOINES IA | 179 | $50.6M | $2.1M |
| 7 | HOSE MASTER, LLC HOSE MASTER PROFIT SHARING & RETIREMENT SAVINGS PLAN | CLEVELAND OH | 420 | $33.7M | $1.7M |
| 8 | SOUTHERN BENEFIT ADMINISTRATORS INC. SBAI PROFIT SHARING AND RETIREMENT PLAN | GOODLETTSVILLE TN | 205 | $25.4M | $1.5M |
| 9 | BALL HEALTHCARE SERVICES, INC. BALL HEALTHCARE SERVICES, INC. 401(K) RETIREMENT PLAN | MOBILE AL | 761 | $18.4M | $1.5M |
| 10 | AUTOCAM MEDICAL DEVICES, LLC A MICHIGAN LIMITED LIABILITY COMPANY AUTOCAM MEDICAL DEVICES, LLC 401(K) EMPLOYEE SAVINGS PLAN | KENTWOOD MI | 663 | $52.6M | $1.4M |
