Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $37.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLAN NATIONAL INTEGRATED GROUP PENSION PLAN | SCRANTON PA | 2,123 | $1.6B | $23.3M |
| 2 | SOUTHAMPTON HOSPITAL ASSOCIATION RETIREMENT PLAN FOR EMPLOYEES OF SOUTHAMPTON HOSPITAL ASSOCIATION | SOUTHAMPTON NY | 0 | $21.8M | $2.0M |
| 3 | PROFESSIONAL OFFICE SERVICES, INC. PROFESSIONAL OFFICE SERVICES, INC. 401(K) PLAN | WATERLOO IA | 237 | $54.3M | $1.6M |
| 4 | J & B IMPORTERS, INC. J & B IMPORTERS, INC., RETIREMENT/ PROFIT SHARING PLAN | MIAMI FL | 255 | $47.4M | $1.3M |
| 5 | HOUGHTON INTERNATIONAL INC. HOUGHTON INTERNATIONAL INC. PENSION PLAN | VALLEY FORGE PA | 69 | $60.4M | $1.1M |
| 6 | PINE HALL BRICK CO., INC. PINE HALL BRICK CO., INC. SAVINGS AND PROFIT SHARING RETIREMENT PLAN | WINSTON SALEM NC | 288 | $33.2M | $998K |
| 7 | TSG DEVELOPMENTS INVESTMENTS, INC. TSG DEVELOPMENTS INVESTMENTS, INC. 401(K) PLAN | — | 1,909 | $69.0M | $793K |
| 8 | BACKROADS, INC. BACKROADS, INC. 401(K) PROFIT SHARING PLAN | BERKELEY CA | 476 | $44.1M | $749K |
| 9 | CLARK & ENERSEN, INC. CLARK & ENERSEN, INC. RETIREMENT PLAN | LINCOLN NE | 181 | $36.2M | $633K |
| 10 | MADISON ONE HOLDINGS, LLC MADISON ONE HOLDINGS, LLC 401(K) RETIREMENT PLAN | MADISON WI | 131 | $18.4M | $486K |
