Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 39 retirement plans report an interest in this investment, totaling $10.8M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $3.2M |
| 2 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $3.1M |
| 3 | TEXO ABC-AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS TX | 6,383 | $117.1M | $921K |
| 4 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $471K |
| 5 | WEIFIELD GROUP HOLDINGS, LLC WEIFIELD GROUP 401(K) RETIREMENT PLAN | CENTENNIAL CO | 703 | $18.6M | $456K |
| 6 | SURETY HR, INC. SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | WESTLAKE OH | 125 | $13.2M | $378K |
| 7 | A&A READY MIXED CONCRETE, INC. A&A READY MIXED CONCRETE, INC. 401(K) PLAN | NEWPORT BEACH CA | 347 | $21.7M | $360K |
| 8 | CERTEX USA, LLC CERTEX USA 401(K) PLAN | PHOENIX AZ | 240 | $24.8M | $349K |
| 9 | VELOCITY MACHINE, INC. VELOCITY MACHINE, INC. 401(K) RETIREMENT PLAN | DE PERE WI | 102 | $7.2M | $203K |
| 10 | PRINT & GRAPHIC COMMUNICAOTN ASSOCI PRINT AND GRAPHICS RETIREMENT PLAN | AMHERST NY | 322 | $11.5M | $175K |
