Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 86 retirement plans report an interest in this investment, totaling $4.6M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $656K |
| 2 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $613K |
| 3 | LUMINA SOLAR, INC. LUMINA SOLAR 401(K) PLAN | BALTIMORE MD | 135 | $4.3M | $563K |
| 4 | SOUTHERN MANAGEMENT CORPORATION SOUTHERN MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,316 | $25.6M | $341K |
| 5 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $266K |
| 6 | AZZUR GROUP, LLC AZZUR GROUP, LLC 401(K) PLAN | HATBORO PA | 363 | $22.1M | $255K |
| 7 | ACE INDUSTRIES, INC. ACE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | NORCROSS GA | 323 | $17.1M | $226K |
| 8 | FAMILY ENDEAVORS, INC. DBA ENDEAVORS FAMILY ENDEAVORS 401(K) PLAN | SAN ANTONIO TX | 2,769 | $18.1M | $181K |
| 9 | WASCO INC WASCO, INC. 401(K) PLAN | NASHVILLE TN | 403 | $9.5M | $164K |
| 10 | MADISON SERVICES GROUP, LLC MADISON SERVICES GROUP, LLC 401(K) PLAN | ATLANTA GA | 3,415 | $19.2M | $158K |
