Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $61.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SMR AUTOMOTIVE SYSTEMS USA, INC. SMR AUTOMOTIVE SYSTEMS USA, INC. EMPLOYEES 401(K) PLAN | MARYSVILLE MI | 1,079 | $66.2M | $18.5M |
| 2 | WALDEMAR S NELSON & COMPANY, INC WALDEMAR S. NELSON & COMPANY, INC. 401(K) RETIREMENT PLAN & TRUST | NEW ORLEANS LA | 223 | $97.7M | $7.9M |
| 3 | MOSAIC HEALTH SYSTEM |
ST. JOSEPH MO |
| 5,030 |
| $508.3M |
| $4.7M |
| 4 | NEIGHBORHOOD REINVESTMENT CORPORATION (D/B/A NEIGHBORWORKS AMERICA) NEIGHBORWORKS AMERICA RETIREMENT PLAN | WASHINGTON DC | 309 | $125.8M | $3.4M |
| 5 | ARMED FORCES BENEFIT ASSOCIATION ARMED FORCES BENEFIT ASSOCIATION (AFBA) 401(K) INCENTIVE SAVINGS PLAN | ALEXANDRIA VA | 199 | $49.1M | $3.3M |
| 6 | MAROTTA CONTROLS, INC. MAROTTA CONTROLS, INC. EMPLOYEES 401K PLAN | MONTVILLE NJ | 778 | $86.8M | $3.3M |
| 7 | EMPLOYSHARE, INC. EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN | BEAVER FALLS PA | 671 | $78.0M | $3.2M |
| 8 | COMMUNICATIONS WKRS OF AMERICA COMMUNICATIONS WKRS OF AMERICA 401(K) TAX DEFERRED SAVINGS PLAN | WASHINGTON DC | 595 | $103.0M | $3.1M |
| 9 | MANNINGTON MILLS, INC. MANNINGTON 401(K) RETIREMENT SAVINGS PLAN | SALEM NJ | 2,131 | $210.6M | $2.8M |
| 10 | FF PROPERTIES LP FAIRFIELD 401K PLAN | SAN DIEGO CA | 1,419 | $162.3M | $2.3M |
