Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 49 retirement plans report an interest in this investment, totaling $14.9M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $2.3M |
| 2 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $2.3M |
| 3 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $2.3M |
| 4 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $2.0M |
| 5 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $644K |
| 6 | KERN, INC. KERN, INC. 401(K) PLAN | GROVE CITY OH | 143 | $12.4M | $537K |
| 7 | 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | MIDVALE UT | 2,509 | $41.5M | $418K |
| 8 | SURETY HR, INC. SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | WESTLAKE OH | 125 | $13.2M | $376K |
| 9 | CENTRIC CONSTRUCTION, INC. CENTRIC 401(K) PLAN | BRISBANE CA | 102 | $16.4M | $361K |
| 10 | DAVE ARBOGAST GROUP, INC. DAVE ARBOGAST GROUP, INC. 401(K) PLAN | TROY OH | 146 | $5.2M | $352K |
