Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 64 retirement plans report an interest in this investment, totaling $5.2M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PASCHALL TRUCK LINES, INC PASCHALL TRUCK LINES EMPLOYEE RETIREMENT SAVINGS PLAN | MURRY KY | 963 | $12.8M | $1.2M |
| 2 | HOPE HEALTH SYSTEMS INC. HOPE HEALTH SYSTEMS INC. 401K PLAN | WOODLAWN MD | 122 | $1.4M | $587K |
| 3 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $501K |
| 4 | MADISON SERVICES GROUP, LLC MADISON SERVICES GROUP, LLC 401(K) PLAN | ATLANTA GA | 3,415 | $19.2M | $323K |
| 5 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $311K |
| 6 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $259K |
| 7 | KM PRINTING LLC KM PRINTING LLC 401(K) PLAN | OWINGS MILLS MD | 125 | $4.2M | $253K |
| 8 | AZZUR GROUP, LLC AZZUR GROUP, LLC 401(K) PLAN | HATBORO PA | 363 | $22.1M | $247K |
| 9 | WAKEFIELD AND ASSOCIATES, INC. WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN | KNOXVILLE TN | 467 | $14.1M | $203K |
| 10 | WASCO INC WASCO, INC. 401(K) PLAN | NASHVILLE TN | 403 | $9.5M | $199K |
