Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 76 retirement plans report an interest in this investment, totaling $35.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $7.5M |
| 2 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $3.0M |
| 3 | MADISON SERVICES GROUP, LLC MADISON SERVICES GROUP, LLC 401(K) PLAN | ATLANTA GA | 3,415 | $19.2M | $2.5M |
| 4 | WAKEFIELD AND ASSOCIATES, INC. WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN | KNOXVILLE TN | 467 | $14.1M | $1.8M |
| 5 | WASCO INC WASCO, INC. 401(K) PLAN | NASHVILLE TN | 403 | $9.5M | $1.5M |
| 6 | SH FRANCHISING, LLC SH FRANCHISING, LLC 401(K) PLAN | TOWSON MD | 648 | $6.9M | $1.4M |
| 7 | FAMILY ENDEAVORS, INC. DBA ENDEAVORS FAMILY ENDEAVORS 401(K) PLAN | SAN ANTONIO TX | 2,769 | $18.1M | $1.3M |
| 8 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $1.2M |
| 9 | GENERAL LOGISTICS SYSTEMS US, INC. GENERAL LOGISTICS SYSTEMS US, INC. 401(K) PLAN | STOCKTON CA | 591 | $12.6M | $1.1M |
| 10 | PETMED EXPRESS, INC. PETMED EXPRESS, INC. 401(K) PLAN | DELRAY BEACH FL | 144 | $8.9M | $948K |
