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 $6.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: State Street Seccourse 2065 BY TA R, State Street Seccourse 2065 BY TA. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $807K |
| 2 | GENERAL LOGISTICS SYSTEMS US, INC. GENERAL LOGISTICS SYSTEMS US, INC. 401(K) PLAN | STOCKTON CA | 591 | $12.6M | $771K |
| 3 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $504K |
| 4 | FAMILY ENDEAVORS, INC. DBA ENDEAVORS FAMILY ENDEAVORS 401(K) PLAN | SAN ANTONIO TX | 2,769 | $18.1M | $497K |
| 5 | NORTH STAR AVIATION NORTH STAR AVIATION 401(K) PLAN | MANKATO MN | 286 | $2.6M | $436K |
| 6 | AZZUR GROUP, LLC AZZUR GROUP, LLC 401(K) PLAN | HATBORO PA | 363 | $22.1M | $376K |
| 7 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $348K |
| 8 | JOINK, LLC JOINK, LLC 401(K) PLAN | TERRE HAUTE IN | 248 | $6.2M | $303K |
| 9 | DIAS MANAGEMENT INC. DIAS MANAGEMENT INC. 401(K) PLAN | TUCSON AZ | 815 | $1.5M | $282K |
| 10 | WESTSIDE CHILDREN'S THERAPY WESTSIDE CHILDREN'S THERAPY 401(K) PLAN | MOKENA IL | 662 | $5.4M | $274K |
