Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 67 retirement plans report an interest in this investment, totaling $6.6M 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 | $1.2M |
| 2 | WASCO INC WASCO, INC. 401(K) PLAN | NASHVILLE TN | 403 | $9.5M | $693K |
| 3 | PASCHALL TRUCK LINES, INC PASCHALL TRUCK LINES EMPLOYEE RETIREMENT SAVINGS PLAN | MURRY KY | 963 | $12.8M | $540K |
| 4 | WAKEFIELD AND ASSOCIATES, INC. WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN | KNOXVILLE TN | 467 | $14.1M | $532K |
| 5 | MADISON SERVICES GROUP, LLC MADISON SERVICES GROUP, LLC 401(K) PLAN | ATLANTA GA | 3,415 | $19.2M | $497K |
| 6 | GENERAL LOGISTICS SYSTEMS US, INC. GENERAL LOGISTICS SYSTEMS US, INC. 401(K) PLAN | STOCKTON CA | 591 | $12.6M | $351K |
| 7 | PETMED EXPRESS, INC. PETMED EXPRESS, INC. 401(K) PLAN | DELRAY BEACH FL | 144 | $8.9M | $331K |
| 8 | RESORT GROUP, LLC RESORT GROUP SAVINGS PLAN | STEAMBOAT SPRINGS CO | 161 | $6.6M | $305K |
| 9 | G L MEZZETTA, INC G L MEZZETTA, INC. 401(K) SAVINGS PLAN | AMERICAN CANYON CA | 219 | $11.9M | $222K |
| 10 | AZZUR GROUP, LLC AZZUR GROUP, LLC 401(K) PLAN | HATBORO PA | 363 | $22.1M | $212K |
